SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
1-Year Return
11.78%
This Quarter Return
-12.91%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$474M
AUM Growth
-$77.4M
(-14%)
Cap. Flow
-$10.2M
Cap. Flow
% of AUM
-2.16%
Top 10 Holdings %
Top 10 Hldgs %
60.89%
Holding
646
New
25
Increased
417
Reduced
118
Closed
33
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$36.3M |
| 2 |
IBKC
IBERIABANK Corp
IBKC
|
$964K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$426K |
| 4 |
Invesco QQQ Trust
QQQ
|
$309K |
| 5 |
Vanguard S&P Mid-Cap 400 ETF
IVOO
|
$293K |
Top Sells
Sector Composition
| 1 | Financials | 4.29% |
| 2 | Healthcare | 4.18% |
| 3 | Industrials | 3.43% |
| 4 | Real Estate | 3.36% |
| 5 | Consumer Staples | 3.31% |
