SLF
Sun Life Financial Portfolio holdings
AUM
$1.76B
1-Year Est. Return
19.57%
This Fund
S&P 500
1 Year Est. Return
+19.57%
AUM
$1.76B
AUM Growth
-$144M
(-7.6%)
Holding
52
Top Buys
| 1 | +$53.1M | |
| 2 | +$24.3M | |
| 3 | +$7.26M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$6.52M |
| 5 |
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
|
+$6.16M |
Top Sells
| 1 | +$142M | |
| 2 | +$14.8M | |
| 3 | +$13.1M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$7.62M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$2.47M |
Sector Composition
| 1 | Financials | 1.54% |
| 2 | Real Estate | 0.6% |
| 3 | Communication Services | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.1B
| – | – |
-27,650
|
|
||
52
Vanguard Short-Term Treasury ETF
VGSH
$29B
| – | – |
-26,450
|
|