SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
This Quarter Return
+4.77%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$961M
AUM Growth
+$961M
(-2.3%)
Cap. Flow
-$47.7M
Cap. Flow
% of AUM
-4.96%
Top 10 Holdings %
Top 10 Hldgs %
65.7%
Holding
98
New
1
Increased
6
Reduced
70
Closed
7
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$11.1M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$8.86M |
| 3 |
Apple
AAPL
|
$5.33M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$4.76M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$260K |
Top Sells
| 1 |
SGI
Silicon Graphics Intl.
SGI
|
$13.7M |
| 2 |
FRX
FOREST LABORATORIES INC
FRX
|
$11.8M |
| 3 |
FIO
FUSION-IO INC COM
FIO
|
$7.71M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$5.37M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$4.22M |
Sector Composition
| 1 | Financials | 4.99% |
| 2 | Industrials | 3.36% |
| 3 | Energy | 3.27% |
| 4 | Healthcare | 3.19% |
| 5 | Consumer Staples | 2.78% |
