SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
This Quarter Return
+1.92%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$1.15B
AUM Growth
–
Cap. Flow
+$1.15B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.26%
Holding
98
New
94
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$309M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$83.4M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$30.7M |
| 4 |
Invesco QQQ Trust
QQQ
|
$29.2M |
| 5 |
SGI
Silicon Graphics Intl.
SGI
|
$28.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.78% |
| 2 | Healthcare | 7.58% |
| 3 | Financials | 7.53% |
| 4 | Consumer Discretionary | 6.43% |
| 5 | Energy | 5.71% |
