SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$46.3M
3
+$29.1M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.38M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$2.71M

Top Sells

1
+$32.3M
2
+$11.6M
3
+$7.61M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.24M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$6.12M

Sector Composition

1 Healthcare 2.71%
2 Financials 2.38%
3 Technology 2.06%
4 Communication Services 1.97%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$249K 0.02%
2,033
-8
202
$249K 0.02%
3,236
-67
203
$248K 0.02%
1,930
+17
204
$246K 0.02%
11,500
205
$237K 0.02%
6,639
-546
206
$236K 0.02%
1,313
-132
207
$236K 0.02%
4,000
+17
208
$235K 0.02%
4,874
-486
209
$235K 0.02%
1,100
+11
210
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6,000
211
$233K 0.02%
2,978
+3
212
$230K 0.02%
3,613
+32
213
$228K 0.02%
2,441
+26
214
$228K 0.02%
4,000
215
$226K 0.02%
4,034
-361
216
$222K 0.02%
11,980
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217
$219K 0.02%
12,000
218
$217K 0.02%
1,818
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219
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1,109
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220
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3,694
221
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3,522
-30
222
$210K 0.02%
1,411
-98
223
$209K 0.02%
3,726
-96
224
$207K 0.02%
4,285
+37
225
$205K 0.02%
1,883
+10
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9
10 11