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
$984M
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$7.32M
3
+$4.26M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.77M
5
IYZ icon
iShares US Telecommunications ETF
IYZ
+$1.16M

Top Sells

1
+$15.6M
2
+$13.7M
3
+$10.3M
4
ARO
Aeropostale Inc
ARO
+$9.85M
5
SGI
Silicon Graphics Intl.
SGI
+$7.33M

Sector Composition

1 Financials 5.26%
2 Healthcare 4.71%
3 Industrials 3.71%
4 Technology 3.7%
5 Energy 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.75M 0.28%
33,614
-15,313
77
$2.74M 0.27%
38,905
-18,051
78
$2.43M 0.24%
81,197
+38,807
79
$2.21M 0.22%
221,120
-102,125
80
$2.09M 0.21%
277,798
-88,742
81
$1.8M 0.18%
54,905
-11,758
82
$1.77M 0.18%
726,424
-274,031
83
$1.51M 0.15%
168,675
-72,544
84
$1.09M 0.11%
17,050
-475
85
$977K 0.1%
+26,682
86
$803K 0.08%
25,600
-900
87
$757K 0.08%
43,995
-100,905
88
$610K 0.06%
12,264
-28,128
89
$567K 0.06%
9,337
-21,413
90
$369K 0.04%
7,757
-17,790
91
$331K 0.03%
17,080
92
$297K 0.03%
9,521
-2,039
93
– –
-218,695
94
– –
-383,173
95
– –
-1,629,420
96
– –
-10,070
97
– –
-1,083,900
98
– –
-1,427,614
1 2 3
4