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
426
$3K ﹤0.01%
71
+2
427
$3K ﹤0.01%
32
428
$3K ﹤0.01%
100
429
$3K ﹤0.01%
38
430
$3K ﹤0.01%
102
-2
431
$3K ﹤0.01%
146
-57
432
$3K ﹤0.01%
82
+2
433
$3K ﹤0.01%
157
+7
434
$2K ﹤0.01%
88
-1
435
$2K ﹤0.01%
234
-5
436
$2K ﹤0.01%
145
-10
437
$2K ﹤0.01%
79
+2
438
$2K ﹤0.01%
104
439
$2K ﹤0.01%
97
+1
440
$2K ﹤0.01%
221
+8
441
$2K ﹤0.01%
22
+1
442
$2K ﹤0.01%
78
+1
443
$2K ﹤0.01%
213
+2
444
$2K ﹤0.01%
239
+11
445
$2K ﹤0.01%
100
446
$2K ﹤0.01%
43
-1
447
$2K ﹤0.01%
30
-1
448
$2K ﹤0.01%
92
+1
449
$2K ﹤0.01%
53
-8,176
450
$2K ﹤0.01%
160
-11
15 16 17
18
19