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
$453M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$2.03M
3
+$1.73M
4
WY icon
Weyerhaeuser
WY
+$1.54M
5
SLB icon
SLB Ltd
SLB
+$1.34M

Top Sells

1
+$45.8M
2
+$8.09M
3
+$7.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.73M

Sector Composition

1 Financials 4.55%
2 Real Estate 4.36%
3 Healthcare 3.69%
4 Industrials 3.39%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$21K ﹤0.01%
213
-141
502
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276
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503
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288
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507
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508
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502
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509
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1,030
-650
510
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400
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511
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295
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512
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823
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513
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89
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514
$19K ﹤0.01%
419
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515
$19K ﹤0.01%
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1,615
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518
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249
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519
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286
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520
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521
$19K ﹤0.01%
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522
$19K ﹤0.01%
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612
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524
$19K ﹤0.01%
184
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525
$18K ﹤0.01%
238
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19 20
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