SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
This Quarter Return
+4.46%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$951M
AUM Growth
+$951M
(+0.14%)
Cap. Flow
-$41.5M
Cap. Flow
% of AUM
-4.36%
Top 10 Holdings %
Top 10 Hldgs %
70.1%
Holding
88
New
2
Increased
–
Reduced
64
Closed
–
Top Buys
| 1 |
Avanos Medical
AVNS
|
$125K |
| 2 |
CRC
California Resources Corporation
CRC
|
$43K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$14.8M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$1.12M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.01M |
| 4 |
Apple
AAPL
|
$978K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$911K |
Sector Composition
| 1 | Financials | 3.96% |
| 2 | Healthcare | 2.69% |
| 3 | Industrials | 2.63% |
| 4 | Consumer Staples | 2.27% |
| 5 | Energy | 2.03% |
