SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$702M
AUM Growth
+$691M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$53M
3
+$44.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$40.7M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$36.4M

Top Sells

1
+$674K
2
+$672K
3
+$10.5K
4
MON
Monsanto Co
MON
+$6.46K
5
NAVI icon
Navient
NAVI
+$1.2K

Sector Composition

1 Real Estate 3.02%
2 Healthcare 3.01%
3 Financials 2.85%
4 Technology 2.76%
5 Utilities 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$483K 0.07%
+10,142
127
$480K 0.07%
2,478
+1,950
128
$477K 0.07%
+33,987
129
$477K 0.07%
+16,215
130
$470K 0.07%
+16,194
131
$470K 0.07%
+8,227
132
$467K 0.07%
+25,389
133
$464K 0.07%
+7,155
134
$462K 0.07%
6,906
+6,114
135
$462K 0.07%
11,800
+5,940
136
$460K 0.07%
+4,118
137
$442K 0.06%
+11,940
138
$440K 0.06%
+3,537
139
$436K 0.06%
+4,222
140
$427K 0.06%
+5,214
141
$426K 0.06%
3,205
+2,902
142
$418K 0.06%
3,844
+3,137
143
$417K 0.06%
+21,735
144
$414K 0.06%
+9,814
145
$403K 0.06%
+7,679
146
$390K 0.06%
65,840
+40,240
147
$381K 0.05%
4,109
+3,423
148
$376K 0.05%
+8,959
149
$376K 0.05%
+5,819
150
$375K 0.05%
+7,169
4 5
6
7 8