SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$99.1M
3
+$49.9M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$49.9M
5
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$20.5M

Top Sells

1
+$9.84M
2
+$8.87M
3
+$6.96M
4
HST icon
Host Hotels & Resorts
HST
+$5.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.12M

Sector Composition

1 Real Estate 9.92%
2 Technology 2.18%
3 Consumer Discretionary 1.2%
4 Healthcare 0.86%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4K ﹤0.01%
79
502
$4K ﹤0.01%
41
-2
503
$4K ﹤0.01%
29
504
$4K ﹤0.01%
92
505
$4K ﹤0.01%
120
-3
506
$4K ﹤0.01%
78
507
$4K ﹤0.01%
103
+8
508
$4K ﹤0.01%
215
-10
509
$3K ﹤0.01%
86
-3
510
$3K ﹤0.01%
93
+1
511
$3K ﹤0.01%
224
-6
512
$3K ﹤0.01%
119
-1
513
$2K ﹤0.01%
72
-1
514
$2K ﹤0.01%
100
515
$2K ﹤0.01%
114
-1
516
$2K ﹤0.01%
111
-1
517
$2K ﹤0.01%
30
518
– –
-77
519
– –
-43
520
– –
-80
521
– –
-99
522
– –
-117
523
– –
-64
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