SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
This Quarter Return
+5.32%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$1.31B
AUM Growth
+$1.31B
(+4.7%)
Cap. Flow
-$5.29M
Cap. Flow
% of AUM
-0.4%
Top 10 Holdings %
Top 10 Hldgs %
87.61%
Holding
70
New
–
Increased
6
Reduced
42
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$869K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$483K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$70.1K |
| 4 |
International Flavors & Fragrances
IFF
|
$66.3K |
| 5 |
Fidelity National Information Services
FIS
|
$31.3K |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$3.63M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$549K |
| 3 |
Oracle
ORCL
|
$527K |
| 4 |
Microchip Technology
MCHP
|
$376K |
| 5 |
Cognizant
CTSH
|
$224K |
Sector Composition
| 1 | Real Estate | 8.63% |
| 2 | Consumer Discretionary | 6.59% |
| 3 | Financials | 1.33% |
| 4 | Healthcare | 0.42% |
| 5 | Industrials | 0.36% |
