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
$1.15B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$309M
2
+$83.4M
3
+$30.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$29.2M
5
SGI
Silicon Graphics Intl.
SGI
+$28.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.78%
2 Healthcare 7.58%
3 Financials 7.53%
4 Consumer Discretionary 6.43%
5 Energy 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.64M 0.56%
+149,801
52
$6.57M 0.55%
+80,364
53
$6.53M 0.55%
+132,933
54
$6.48M 0.55%
+70,892
55
$6.33M 0.53%
+91,944
56
$6.23M 0.53%
+200,979
57
$6.21M 0.52%
+66,660
58
$6.1M 0.51%
+83,657
59
$6.03M 0.51%
+85,270
60
$5.89M 0.5%
+108,026
61
$5.88M 0.5%
+88,983
62
$5.79M 0.49%
+66,863
63
$5.79M 0.49%
+53,360
64
$5.76M 0.49%
+162,960
65
$5.43M 0.46%
+81,672
66
$5.42M 0.46%
+63,353
67
$5.39M 0.45%
+253,191
68
$5.35M 0.45%
+157,715
69
$5.11M 0.43%
+283,075
70
$5.08M 0.43%
+146,163
71
$5.05M 0.43%
+441,900
72
$4.76M 0.4%
+397,304
73
$4.74M 0.4%
+194,029
74
$4.71M 0.4%
+77,848
75
$4.67M 0.39%
+73,920
1 2
3
4