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
351
$6K ﹤0.01%
+29
352
$6K ﹤0.01%
69
353
$6K ﹤0.01%
360
+5
354
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177
+5
355
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32
-2
356
$6K ﹤0.01%
+32
357
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54
+1
358
$5K ﹤0.01%
396
+5
359
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73
360
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260
-4
361
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82
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102
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363
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81
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212
+3
365
$5K ﹤0.01%
76
+2
366
$5K ﹤0.01%
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367
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25
368
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+206
369
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54
+1
370
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51
371
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97
-1
372
$5K ﹤0.01%
152
-1
373
$5K ﹤0.01%
87
+2
374
$5K ﹤0.01%
2
375
$5K ﹤0.01%
57
+1
13 14
15
16 17