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
401
$4K ﹤0.01%
87
402
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-4
403
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197
-7
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406
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407
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-9
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$3K ﹤0.01%
661
415
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85
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214
-14,270
417
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97
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42
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113
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421
$3K ﹤0.01%
282
-26
422
$3K ﹤0.01%
36
+1
423
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227
+1
424
$3K ﹤0.01%
150
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425
$3K ﹤0.01%
84
+1
15 16
17
18 19