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
$1.1B
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.64M
3
+$2.84M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.68M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.3M

Top Sells

1
+$31.7M
2
+$17.7M
3
+$3.19M
4
SPLK
Splunk Inc
SPLK
+$3.09M
5
VICR icon
Vicor
VICR
+$2.81M

Sector Composition

1 Technology 9.05%
2 Healthcare 8.32%
3 Financials 7.65%
4 Energy 5.89%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-66,623
102
– –
-42,225
103
– –
-325,000
1 2 3 4
5