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
451
$2K ﹤0.01%
53
-8,176
452
$2K ﹤0.01%
160
-11
453
$2K ﹤0.01%
118
-6
454
$2K ﹤0.01%
95
+2
455
$2K ﹤0.01%
171
+1
456
$2K ﹤0.01%
481
+8
457
$1K ﹤0.01%
156
-13
458
$1K ﹤0.01%
183
+11
459
$1K ﹤0.01%
65
+1
460
$1K ﹤0.01%
64
+1
461
$1K ﹤0.01%
92
-2
462
$1K ﹤0.01%
178
-5
463
$1K ﹤0.01%
74
+2
464
$1K ﹤0.01%
117
+2
465
$1K ﹤0.01%
113
+2
466
$1K ﹤0.01%
125
-2
467
– –
-8,234
468
– –
-5,399
469
– –
-31,443
470
– –
-62
471
– –
-60
472
– –
-10,000
473
– –
-29
15 16 17 18
19