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
451
$2K ﹤0.01%
118
-6
452
$2K ﹤0.01%
114
+1
453
$2K ﹤0.01%
481
+8
454
$2K ﹤0.01%
30
455
$2K ﹤0.01%
269
-13
456
$2K ﹤0.01%
95
+2
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
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