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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.470 | 4.630 | 0.160 |
Stocks | 31.900 | 31.900 | 0.000 |
Bonds | 53.050 | 53.140 | 0.090 |
Convertible | 0.440 | 0.440 | 0.000 |
Preferred | 0.690 | 0.690 | 0.000 |
Other | 9.450 | 9.470 | 0.020 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.104 | 16.861 |
Price to Book | 2.259 | 2.337 |
Price to Sales | 1.847 | 1.694 |
Price to Cash Flow | 10.750 | 10.114 |
Dividend Yield | 2.622 | 2.579 |
5 Years Earnings Growth | 11.143 | 10.557 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.550 | 16.939 |
Financial Services | 17.680 | 19.274 |
Industrials | 15.230 | 12.293 |
Consumer Cyclical | 8.090 | 8.127 |
Real Estate | 6.880 | 4.068 |
Healthcare | 5.990 | 8.954 |
Energy | 5.970 | 8.598 |
Utilities | 5.810 | 4.254 |
Basic Materials | 5.590 | 5.684 |
Communication Services | 5.200 | 5.870 |
Consumer Defensive | 5.010 | 6.817 |
Number of long holdings: 27
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PH&N Bond Fund O | - | 14.13 | - | - | |
Sun Life BlackRock Cdn Univ Bond | - | 12.65 | - | - | |
Sun Life US Core Fixed Inc I | - | 12.55 | - | - | |
Sunlife Granite Tactical Completion Fd I | - | 8.55 | - | - | |
ishares S&P 500 | US4642872000 | 5.67 | 574.07 | -0.18% | |
RBC Emerging Markets Bd (CAD Hedged) O | - | 5.54 | - | - | |
Sun Life Real Assets Private Pool I | - | 5.00 | - | - | |
Sun Life BlackRock Cdn Composite Equity | - | 3.49 | - | - | |
Sun Life Wellington Oppc FxdInc PrivPl I | - | 3.24 | - | - | |
Sun Life Schroder Emerging Markets I | - | 3.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sun Life MFS Canadian Bond D | 195.41M | 2.45 | -1.55 | 1.64 | ||
Sun Life MFS Canadian Bond F | 195.41M | 2.62 | -1.31 | 1.74 | ||
Sun Life MFS Canadian Bond FX | 195.41M | 2.51 | -1.47 | 1.73 | ||
SunWise Essential 2 Sun Life MFS Mc | 279.29K | 1.48 | -3.03 | 0.13 | ||
SunWise Essential 2 Sun Life MFS Mi | 279.29K | 1.48 | -3.03 | 0.13 |
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