SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
This Quarter Return
-6.14%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$1.25B
AUM Growth
+$1.25B
(-5.9%)
Cap. Flow
+$7.61M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
87%
Holding
71
New
–
Increased
7
Reduced
40
Closed
1
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.72M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$4.06M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$649K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$589K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$54.5K |
Top Sells
| 1 |
iShares MSCI Japan ETF
EWJ
|
$470K |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$455K |
| 3 |
Invesco QQQ Trust
QQQ
|
$441K |
| 4 |
Thermo Fisher Scientific
TMO
|
$316K |
| 5 |
Visa
V
|
$247K |
Sector Composition
| 1 | Real Estate | 8.95% |
| 2 | Consumer Discretionary | 6.41% |
| 3 | Financials | 1.57% |
| 4 | Healthcare | 0.42% |
| 5 | Industrials | 0.35% |
