SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.94M
AUM Growth
-$795M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$124K
2
+$84.4K
3
+$83.3K
4
BKNG icon
Booking.com
BKNG
+$56.7K
5
IBM icon
IBM
IBM
+$42.5K

Top Sells

1
+$221M
2
+$81.4M
3
+$47.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$35.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$34.1M

Sector Composition

1 Utilities 0.69%
2 Industrials 0.63%
3 Financials 0.63%
4 Real Estate 0.52%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$14 ﹤0.01%
+6
502
– –
-1,661
503
– –
-246
504
– –
-2,212
505
– –
-4,125
506
– –
-102,075
507
– –
-37,831
508
– –
-44,390
509
– –
-530
510
– –
-17,500
511
– –
-36,560
512
– –
-45,147
513
– –
-4,488
514
– –
-314,438
515
– –
-77,146
516
– –
-370
517
– –
-59,318
518
– –
-76,208
519
– –
-41,164
520
– –
-181
521
– –
-4,796
522
– –
-524
523
– –
-72
524
– –
-842
17 18 19 20
21