SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
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
+$112M
2
+$4.98M
3
+$1.91M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.02M
5
PGR icon
Progressive
PGR
+$659K

Top Sells

1
+$1.52M
2
+$846K
3
+$748K
4
CAH icon
Cardinal Health
CAH
+$735K
5
WU icon
Western Union
WU
+$717K

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
152
$34K 0.01%
107
-1
153
$34K 0.01%
625
154
$33K 0.01%
198
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$33K 0.01%
3,315
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698
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284
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$32K 0.01%
565
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$32K 0.01%
51
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-5
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$30K 0.01%
68
-2
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$29K 0.01%
851
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$28K 0.01%
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$28K 0.01%
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166
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$27K 0.01%
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306
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$25K 0.01%
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$25K 0.01%
173
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