SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
This Quarter Return
+6.91%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$1.64B
AUM Growth
+$1.64B
(+16%)
Cap. Flow
+$135M
Cap. Flow
% of AUM
8.23%
Top 10 Holdings %
Top 10 Hldgs %
85%
Holding
71
New
2
Increased
5
Reduced
9
Closed
38
Top Buys
| 1 |
iShares MSCI India ETF
INDA
|
$95.7M |
| 2 |
iShares MSCI Taiwan ETF
EWT
|
$72.7M |
| 3 |
AvalonBay Communities
AVB
|
$8.4M |
| 4 |
Crescent Capital BDC
CCAP
|
$2.49M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.64M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$15.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$6.01M |
| 3 |
Invesco QQQ Trust
QQQ
|
$2.74M |
| 4 |
Visa
V
|
$1.38M |
| 5 |
Thermo Fisher Scientific
TMO
|
$1.27M |
Sector Composition
| 1 | Real Estate | 7.55% |
| 2 | Consumer Discretionary | 5.47% |
| 3 | Financials | 1.15% |
| 4 | Healthcare | 0% |
| 5 | Communication Services | 0% |
