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
$8.94M
AUM Growth
-$795M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$124K
2
+$84.4K
3
+$83.3K
4
BKNG icon
Booking.com
BKNG
+$56.7K
5
IBM icon
IBM
IBM
+$42.5K

Top Sells

1
+$221M
2
+$81.4M
3
+$47.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$35.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$34.1M

Sector Composition

1 Utilities 0.69%
2 Industrials 0.63%
3 Financials 0.63%
4 Real Estate 0.52%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$661 0.01%
33
-1,829
102
$661 0.01%
+9
103
$653 0.01%
+88
104
$651 0.01%
26
-8,252
105
– –
0
106
$595 0.01%
+23
107
$589 0.01%
+36
108
$581 0.01%
+19
109
$580 0.01%
+8
110
$578 0.01%
+11
111
$569 0.01%
+27
112
$568 0.01%
45
-2,918
113
$566 0.01%
+12
114
$566 0.01%
+16
115
$559 0.01%
+17
116
$536 0.01%
+39
117
$525 0.01%
34
-6,214
118
$519 0.01%
38
-2,850
119
$513 0.01%
+82
120
$512 0.01%
+53
121
$507 0.01%
+12
122
$505 0.01%
+17
123
$502 0.01%
+54
124
$475 0.01%
+31
125
$468 0.01%
+18
3 4
5
6 7