SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$397M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$94.5M
2
+$4.19M
3
+$1.61M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$992K
5
PGR icon
Progressive
PGR
+$632K

Top Sells

1
+$1.37M
2
+$846K
3
+$748K
4
CAH icon
Cardinal Health
CAH
+$655K
5
CVS icon
CVS Health
CVS
+$610K

Sector Composition

1 Healthcare 1.93%
2 Financials 1.85%
3 Industrials 1.56%
4 Communication Services 1.4%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K ﹤0.01%
102
+6
227
$13K ﹤0.01%
185
+3
228
$13K ﹤0.01%
75
+1
229
$13K ﹤0.01%
439
-3
230
$13K ﹤0.01%
349
+7
231
$13K ﹤0.01%
213
+8
232
$13K ﹤0.01%
327
-12,328
233
$13K ﹤0.01%
100
234
$13K ﹤0.01%
454
+4
235
$13K ﹤0.01%
309
+3
236
$13K ﹤0.01%
86
+2
237
$13K ﹤0.01%
281
-17
238
$12K ﹤0.01%
107
+1
239
$12K ﹤0.01%
52
+3
240
$12K ﹤0.01%
91
-2
241
$12K ﹤0.01%
338
-98
242
$12K ﹤0.01%
51
243
$12K ﹤0.01%
196
+7
244
$12K ﹤0.01%
90
+2
245
$12K ﹤0.01%
177
-3
246
$12K ﹤0.01%
469
+12
247
$12K ﹤0.01%
190
+2
248
$12K ﹤0.01%
154
+5
249
$11K ﹤0.01%
170
+5
250
$11K ﹤0.01%
447
+10
8 9
10
11 12