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
$702M
AUM Growth
+$691M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$75M
2
+$53.5M
3
+$44.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$39.7M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$38.1M

Top Sells

1
+$697K
2
+$649K
3
+$10.5K
4
MON
Monsanto Co
MON
+$6.46K
5
NAVI icon
Navient
NAVI
+$1.2K

Sector Composition

1 Real Estate 3.02%
2 Healthcare 3.01%
3 Financials 2.85%
4 Technology 2.76%
5 Utilities 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$35K 0.01%
664
+608
502
$35K 0.01%
473
+422
503
$35K 0.01%
1,684
+1,611
504
$35K 0.01%
379
+316
505
$35K 0.01%
483
+432
506
$35K 0.01%
404
+347
507
$35K 0.01%
469
+416
508
$35K 0.01%
1,715
+1,656
509
$34K ﹤0.01%
1,316
+1,260
510
$34K ﹤0.01%
+617
511
$34K ﹤0.01%
462
+407
512
$34K ﹤0.01%
710
+649
513
$34K ﹤0.01%
500
+437
514
$34K ﹤0.01%
227
+160
515
$33K ﹤0.01%
+476
516
$33K ﹤0.01%
764
+716
517
$33K ﹤0.01%
+478
518
$33K ﹤0.01%
248
+199
519
$33K ﹤0.01%
455
+405
520
$33K ﹤0.01%
308
+244
521
$33K ﹤0.01%
488
+425
522
$32K ﹤0.01%
494
+437
523
$32K ﹤0.01%
305
+247
524
$32K ﹤0.01%
377
+317
525
$32K ﹤0.01%
476
+409
19 20
21
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