SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
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
51
$544K 0.14%
10,055
-2,867
52
$524K 0.13%
21,244
-6,457
53
$510K 0.13%
46,171
+6,758
54
$506K 0.13%
7,611
+289
55
$503K 0.13%
36,102
+4,219
56
$496K 0.12%
30,644
+3,394
57
$493K 0.12%
6,810
+1,121
58
$488K 0.12%
6,254
+6,058
59
$484K 0.12%
20,300
-2,472
60
$477K 0.12%
43,196
+4,598
61
$460K 0.12%
27,550
+27,384
62
$455K 0.11%
2,937
+441
63
$452K 0.11%
5,960
+5,894
64
$442K 0.11%
11,248
+330
65
$437K 0.11%
11,192
+11,082
66
$434K 0.11%
44,930
-5,380
67
$434K 0.11%
25,606
-6,202
68
$433K 0.11%
15,099
+755
69
$432K 0.11%
2,372
+86
70
$425K 0.11%
6,160
+20
71
$422K 0.11%
20,324
+19,585
72
$421K 0.11%
27,253
+5,266
73
$413K 0.1%
15,423
+4,595
74
$408K 0.1%
4,876
+180
75
$408K 0.1%
8,903
+678