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
326
$7K ﹤0.01%
229
-3
327
$7K ﹤0.01%
108
+1
328
$7K ﹤0.01%
99
+1
329
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221
+8
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$6K ﹤0.01%
111
+5
331
$6K ﹤0.01%
67
+1
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$6K ﹤0.01%
169
-19
333
$6K ﹤0.01%
80
+1
334
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107
-32
335
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873
+16
336
$6K ﹤0.01%
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337
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338
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338
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339
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346
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$6K ﹤0.01%
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$6K ﹤0.01%
136
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$6K ﹤0.01%
537
-18,612
12 13
14
15 16