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
376
$5K ﹤0.01%
2
377
$5K ﹤0.01%
57
+1
378
$5K ﹤0.01%
1,012
-22
379
$5K ﹤0.01%
575
-36,597
380
$5K ﹤0.01%
110
381
$5K ﹤0.01%
65
382
$5K ﹤0.01%
314
-47
383
$5K ﹤0.01%
47
-1
384
$5K ﹤0.01%
45
385
$5K ﹤0.01%
110
+3
386
$5K ﹤0.01%
251
-29,246
387
$5K ﹤0.01%
132
-2
388
$5K ﹤0.01%
31
389
$4K ﹤0.01%
36
390
$4K ﹤0.01%
383
+2
391
$4K ﹤0.01%
242
-5
392
$4K ﹤0.01%
67
-5
393
$4K ﹤0.01%
54
+1
394
$4K ﹤0.01%
78
-3
395
$4K ﹤0.01%
97
+1
396
$4K ﹤0.01%
176
-5
397
$4K ﹤0.01%
41
-1
398
$4K ﹤0.01%
100
399
$4K ﹤0.01%
36
+1
400
$4K ﹤0.01%
59
14 15
16
17 18