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
376
$5K ﹤0.01%
152
-1
377
$5K ﹤0.01%
87
+2
378
$5K ﹤0.01%
2
379
$5K ﹤0.01%
57
+1
380
$5K ﹤0.01%
1,012
-22
381
$5K ﹤0.01%
575
-36,597
382
$5K ﹤0.01%
110
383
$5K ﹤0.01%
314
-47
384
$5K ﹤0.01%
47
-1
385
$5K ﹤0.01%
45
386
$5K ﹤0.01%
110
+3
387
$5K ﹤0.01%
251
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388
$5K ﹤0.01%
132
-2
389
$4K ﹤0.01%
97
+1
390
$4K ﹤0.01%
36
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$4K ﹤0.01%
59
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$4K ﹤0.01%
149
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$4K ﹤0.01%
311
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395
$4K ﹤0.01%
100
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$4K ﹤0.01%
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397
$4K ﹤0.01%
36
398
$4K ﹤0.01%
383
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399
$4K ﹤0.01%
242
-5
400
$4K ﹤0.01%
67
-5
14 15
16
17 18