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
$8.94M
AUM Growth
-$795M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$124K
2
+$84.4K
3
+$83.3K
4
BKNG icon
Booking.com
BKNG
+$56.7K
5
IBM icon
IBM
IBM
+$42.5K

Top Sells

1
+$221M
2
+$81.4M
3
+$47.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$35.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$34.1M

Sector Composition

1 Utilities 0.69%
2 Industrials 0.63%
3 Financials 0.63%
4 Real Estate 0.52%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.24K 0.05%
+287
52
$4.19K 0.05%
+184
53
$4.18K 0.05%
+260
54
$4K 0.04%
+260
55
$3.8K 0.04%
+238
56
$3.8K 0.04%
212
-2,377
57
$3.58K 0.04%
+242
58
$3.38K 0.04%
284
-2,647
59
$3.23K 0.04%
+192
60
$3.18K 0.04%
+213
61
$3.08K 0.03%
+193
62
$3.07K 0.03%
361
-2,350
63
$3.04K 0.03%
+282
64
$2.97K 0.03%
271
-1,325
65
$2.93K 0.03%
+338
66
$2.86K 0.03%
1,324
-17,252
67
$2.81K 0.03%
+412
68
$2.73K 0.03%
+212
69
$2.68K 0.03%
+205
70
$2.43K 0.03%
+134
71
$2.22K 0.02%
201
-4,173
72
$1.92K 0.02%
+166
73
$1.65K 0.02%
+225
74
$1.61K 0.02%
+279
75
$1.6K 0.02%
+62
1 2
3
4 5