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
126
$68K 0.02%
3,594
+129
127
$58K 0.01%
265
+4
128
$58K 0.01%
703
-37
129
$58K 0.01%
577
+26
130
$56K 0.01%
2,360
+10
131
$54K 0.01%
1,279
-59
132
$53K 0.01%
435
+17
133
$49K 0.01%
144
-3
134
$47K 0.01%
787
-10,213
135
$47K 0.01%
694
+19
136
$47K 0.01%
370
137
$45K 0.01%
686
-21
138
$45K 0.01%
372
+9
139
$43K 0.01%
854
+14
140
$42K 0.01%
698
+23
141
$41K 0.01%
93
-2
142
$40K 0.01%
1,007
-30
143
$39K 0.01%
218
-2
144
$38K 0.01%
329
-4
145
$38K 0.01%
439
-17
146
$37K 0.01%
214
+2
147
$37K 0.01%
155
+5
148
$36K 0.01%
250
+5
149
$36K 0.01%
157
+4
150
$36K 0.01%
445
+72
4 5
6
7 8