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
276
$9K ﹤0.01%
291
+6
277
$9K ﹤0.01%
147
+3
278
$9K ﹤0.01%
200
+4
279
$9K ﹤0.01%
312
-30
280
$9K ﹤0.01%
40
+2
281
$9K ﹤0.01%
425
+5
282
$9K ﹤0.01%
461
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283
$9K ﹤0.01%
357
-5
284
$9K ﹤0.01%
385
-3
285
$9K ﹤0.01%
193
-1
286
$9K ﹤0.01%
87
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287
$9K ﹤0.01%
101
288
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28
-1
289
$9K ﹤0.01%
67
-6
290
$8K ﹤0.01%
86
+1
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$8K ﹤0.01%
173
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292
$8K ﹤0.01%
86
+1
293
$8K ﹤0.01%
89
294
$8K ﹤0.01%
492
+16
295
$8K ﹤0.01%
1,655
-35
296
$8K ﹤0.01%
230
+17
297
$8K ﹤0.01%
169
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298
$8K ﹤0.01%
107
+2
299
$8K ﹤0.01%
200
+1
300
$8K ﹤0.01%
79
10 11
12
13 14