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
251
$11K ﹤0.01%
134
+7
252
$11K ﹤0.01%
242
-10,450
253
$11K ﹤0.01%
700
+22
254
$11K ﹤0.01%
164
-5
255
$11K ﹤0.01%
85
-2
256
$11K ﹤0.01%
238
-7
257
$11K ﹤0.01%
63
+2
258
$10K ﹤0.01%
750
259
$10K ﹤0.01%
171
+4
260
$10K ﹤0.01%
142
+3
261
$10K ﹤0.01%
2,097
-215
262
$10K ﹤0.01%
281
+5
263
$10K ﹤0.01%
114
+3
264
$10K ﹤0.01%
270
-15
265
$10K ﹤0.01%
148
+4
266
$10K ﹤0.01%
14
267
$10K ﹤0.01%
126
-1
268
$10K ﹤0.01%
76
269
$10K ﹤0.01%
68
-1
270
$10K ﹤0.01%
128
+3
271
$10K ﹤0.01%
172
-1
272
$10K ﹤0.01%
194
+1
273
$10K ﹤0.01%
51
274
$9K ﹤0.01%
111
+1
275
$9K ﹤0.01%
97
9 10
11
12 13