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
101
$169K 0.04%
1,879
-11
102
$168K 0.04%
1,526
+69
103
$149K 0.04%
4,396
+158
104
$142K 0.04%
2,628
+8
105
$134K 0.03%
536
-14
106
$122K 0.03%
503
-25
107
$121K 0.03%
3,611
+1,100
108
$119K 0.03%
639
-10
109
$119K 0.03%
1,617
+62
110
$100K 0.03%
267
+10
111
$100K 0.03%
834
+21
112
$100K 0.03%
7,125
113
$99K 0.02%
2,616
+81
114
$98K 0.02%
2,210
-27
115
$95K 0.02%
14,400
+40
116
$94K 0.02%
296
+10
117
$84K 0.02%
530
118
$78K 0.02%
1,407
+38
119
$76K 0.02%
527
+11
120
$75K 0.02%
264
+4
121
$72K 0.02%
435
-14
122
$72K 0.02%
5,341
-19,196
123
$72K 0.02%
516
+23
124
$70K 0.02%
1,168
+16
125
$68K 0.02%
896
+37
3 4
5
6 7