SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
This Quarter Return
+0.2%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$950M
AUM Growth
+$950M
(-1.2%)
Cap. Flow
-$11.9M
Cap. Flow
% of AUM
-1.25%
Top 10 Holdings %
Top 10 Hldgs %
68.17%
Holding
93
New
2
Increased
3
Reduced
64
Closed
6
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$38.3M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.73M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$569K |
| 4 |
Apple
AAPL
|
$172K |
| 5 |
VRTV
VERITIV CORPORATION
VRTV
|
$132K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.16M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$3.39M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.86M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$1.57M |
| 5 |
Goodyear
GT
|
$1.51M |
Sector Composition
| 1 | Financials | 4.26% |
| 2 | Industrials | 2.85% |
| 3 | Healthcare | 2.78% |
| 4 | Energy | 2.47% |
| 5 | Consumer Staples | 2.46% |
