SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
This Quarter Return
+1.88%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$841M
AUM Growth
+$841M
(+1,534%)
Cap. Flow
-$51M
Cap. Flow
% of AUM
-6.06%
Top 10 Holdings %
Top 10 Hldgs %
76.15%
Holding
161
New
4
Increased
12
Reduced
75
Closed
38
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$25.7M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$532K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$462K |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$459K |
| 5 |
SHPG
Shire pic
SHPG
|
$382K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$18.3M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$11.4M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$8.35M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$7.58M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$4.29M |
Sector Composition
| 1 | Financials | 1.34% |
| 2 | Healthcare | 0.68% |
| 3 | Industrials | 0.6% |
| 4 | Communication Services | 0.49% |
| 5 | Consumer Staples | 0.45% |
