SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
1-Year Return
11.78%
This Quarter Return
-4.21%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$2.16B
AUM Growth
-$530M
(-20%)
Cap. Flow
-$409M
Cap. Flow
% of AUM
-18.88%
Top 10 Holdings %
Top 10 Hldgs %
88.71%
Holding
95
New
–
Increased
14
Reduced
50
Closed
7
Top Buys
| 1 |
First Industrial Realty Trust
FR
|
$7.94M |
| 2 |
Crescent Capital BDC
CCAP
|
$7.34M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4.04M |
| 4 |
Rexford Industrial Realty
REXR
|
$3.93M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$1.52M |
Top Sells
| 1 |
iShares ESG Screened S&P 500 ETF
XVV
|
$290M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$50.8M |
| 3 |
Boston Properties
BXP
|
$20.6M |
| 4 |
Prologis
PLD
|
$14.4M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$13.3M |
Sector Composition
| 1 | Real Estate | 6.83% |
| 2 | Consumer Discretionary | 6.38% |
| 3 | Financials | 1.15% |
| 4 | Healthcare | 0.39% |
| 5 | Industrials | 0.33% |
