SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
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
+$112M
2
+$4.98M
3
+$1.91M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.02M
5
PGR icon
Progressive
PGR
+$659K

Top Sells

1
+$1.52M
2
+$846K
3
+$748K
4
CAH icon
Cardinal Health
CAH
+$735K
5
WU icon
Western Union
WU
+$717K

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
351
$6K ﹤0.01%
+29
352
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69
353
$6K ﹤0.01%
360
+5
354
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177
+5
355
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32
-2
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+32
357
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54
+1
358
$5K ﹤0.01%
135
+4
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$5K ﹤0.01%
118
360
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+206
361
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396
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-4
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82
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+4
366
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76
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152
370
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25
371
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54
+1
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$5K ﹤0.01%
51
373
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97
-1
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$5K ﹤0.01%
152
-1
375
$5K ﹤0.01%
87
+2
13 14
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