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
151
$36K 0.01%
145
+1
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$34K 0.01%
107
-1
153
$34K 0.01%
25
154
$33K 0.01%
198
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$33K 0.01%
3,315
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$33K 0.01%
698
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$33K 0.01%
284
+6
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$32K 0.01%
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$32K 0.01%
51
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$32K 0.01%
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$29K 0.01%
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$28K 0.01%
663
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$28K 0.01%
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166
$28K 0.01%
3,443
-887
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$27K 0.01%
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$27K 0.01%
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306
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174
$25K 0.01%
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$25K 0.01%
173
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