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
401
$4K ﹤0.01%
511
-6
402
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87
403
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-7
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407
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-9
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282
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36
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661
418
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85
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214
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420
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128
-2
421
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97
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422
$3K ﹤0.01%
227
+1
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$3K ﹤0.01%
150
-3
424
$3K ﹤0.01%
84
+1
425
$3K ﹤0.01%
71
+2
15 16
17
18 19