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
551
$27K ﹤0.01%
201
+161
552
$27K ﹤0.01%
405
+355
553
$27K ﹤0.01%
733
+691
554
$27K ﹤0.01%
214
+165
555
$27K ﹤0.01%
839
+785
556
$27K ﹤0.01%
949
+910
557
$27K ﹤0.01%
343
+302
558
$27K ﹤0.01%
725
+682
559
$27K ﹤0.01%
617
+564
560
$26K ﹤0.01%
379
+335
561
$26K ﹤0.01%
121
+68
562
$26K ﹤0.01%
946
+908
563
$26K ﹤0.01%
236
+189
564
$26K ﹤0.01%
176
+126
565
$26K ﹤0.01%
260
+219
566
$25K ﹤0.01%
+555
567
$25K ﹤0.01%
199
+160
568
$25K ﹤0.01%
399
+359
569
$25K ﹤0.01%
154
+116
570
$25K ﹤0.01%
1,660
+1,480
571
$25K ﹤0.01%
+343
572
$24K ﹤0.01%
814
+761
573
$24K ﹤0.01%
1,045
+1,005
574
$24K ﹤0.01%
914
+877
575
$24K ﹤0.01%
303
+262
21 22
23
24 25