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
26
$846K 0.21%
11,589
+26
27
$824K 0.21%
34,606
-41
28
$788K 0.2%
35,810
-7,290
29
$786K 0.2%
8,131
+262
30
$784K 0.2%
13,914
-4,164
31
$778K 0.2%
9,987
+1,249
32
$735K 0.19%
13,681
-472
33
$727K 0.18%
5,719
-546
34
$726K 0.18%
4,356
+317
35
$717K 0.18%
4,549
+44
36
$710K 0.18%
50,174
+19,597
37
$699K 0.18%
6,594
+1,064
38
$690K 0.17%
9,560
-308
39
$671K 0.17%
13,869
+470
40
$657K 0.17%
8,893
+8,548
41
$631K 0.16%
11,949
+551
42
$625K 0.16%
7,727
-211
43
$625K 0.16%
20,189
+16,798
44
$615K 0.15%
6,255
+231
45
$595K 0.15%
5,356
+5,289
46
$588K 0.15%
20,755
-450
47
$585K 0.15%
2,944
+2,856
48
$549K 0.14%
10,004
+7,272
49
$549K 0.14%
14,450
+2,985
50
$547K 0.14%
18,554
+1,336
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