SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
1-Year Return
11.78%
This Quarter Return
-15.66%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$1.33B
AUM Growth
-$838M
(-39%)
Cap. Flow
-$585M
Cap. Flow
% of AUM
-44.11%
Top 10 Holdings %
Top 10 Hldgs %
86.62%
Holding
89
New
1
Increased
17
Reduced
39
Closed
18
Top Buys
| 1 |
Camden Property Trust
CPT
|
$9.37M |
| 2 |
Rexford Industrial Realty
REXR
|
$8.4M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$7.58M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$4.67M |
| 5 |
First Industrial Realty Trust
FR
|
$2.83M |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$416M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$172M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$9.57M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$8.19M |
| 5 |
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% |
