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
$1.33B
AUM Growth
-$838M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10M
3
+$8.24M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.07M
5
FR icon
First Industrial Realty Trust
FR
+$3.27M

Top Sells

1
+$417M
2
+$172M
3
+$10.3M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$8.19M
5
HST icon
Host Hotels & Resorts
HST
+$5.38M

Sector Composition

1 Real Estate 9.43%
2 Consumer Discretionary 7.65%
3 Financials 1.57%
4 Healthcare 0.51%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4