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
201
$19K ﹤0.01%
317
+7
202
$18K ﹤0.01%
182
+8
203
$18K ﹤0.01%
137
-1
204
$18K ﹤0.01%
210
-6
205
$18K ﹤0.01%
67
206
$17K ﹤0.01%
357
-7
207
$17K ﹤0.01%
143
208
$17K ﹤0.01%
192
+6
209
$16K ﹤0.01%
185
-2
210
$16K ﹤0.01%
162
+8
211
$15K ﹤0.01%
195
+4
212
$15K ﹤0.01%
892
+16
213
$15K ﹤0.01%
493
+27
214
$15K ﹤0.01%
51
+1
215
$14K ﹤0.01%
274
-4
216
$14K ﹤0.01%
155
217
$14K ﹤0.01%
94
218
$14K ﹤0.01%
107
-1
219
$14K ﹤0.01%
450
-10,609
220
$14K ﹤0.01%
102
+4
221
$14K ﹤0.01%
675
222
$14K ﹤0.01%
301
+3
223
$14K ﹤0.01%
261
-3
224
$14K ﹤0.01%
97
-1
225
$14K ﹤0.01%
139
7 8
9
10 11