SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
This Quarter Return
+0.7%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$51.5M
AUM Growth
+$51.5M
(-93%)
Cap. Flow
-$177M
Cap. Flow
% of AUM
-342.98%
Top 10 Holdings %
Top 10 Hldgs %
93.43%
Holding
167
New
59
Increased
9
Reduced
71
Closed
10
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.88M |
| 2 |
Vanguard Russell 2000 ETF
VTWO
|
$561K |
| 3 |
Carnival Corp
CCL
|
$116K |
| 4 |
Dollar Tree
DLTR
|
$108K |
| 5 |
General Dynamics
GD
|
$106K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$87.7M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$79.7M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$6.22M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$3.27M |
| 5 |
Vanguard S&P Mid-Cap 400 ETF
IVOO
|
$3.09M |
Sector Composition
| 1 | Financials | 1.13% |
| 2 | Industrials | 0.73% |
| 3 | Consumer Discretionary | 0.58% |
| 4 | Technology | 0.44% |
| 5 | Consumer Staples | 0.43% |
