SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
1-Year Return
11.78%
This Quarter Return
+2.67%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$934M
AUM Growth
+$894M
(+2,224%)
Cap. Flow
+$787M
Cap. Flow
% of AUM
84.27%
Top 10 Holdings %
Top 10 Hldgs %
68.97%
Holding
613
New
64
Increased
473
Reduced
1
Closed
73
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$269M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$79.9M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$38M |
| 4 |
Invesco QQQ Trust
QQQ
|
$36.8M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$29.2M |
Top Sells
Sector Composition
| 1 | Healthcare | 2.92% |
| 2 | Financials | 2.36% |
| 3 | Industrials | 2.09% |
| 4 | Technology | 2.01% |
| 5 | Communication Services | 2.01% |
