Fund HoldingsSUN LIFE FINANCIAL INC

Total Portfolio Value
$1.59M
Total Bought
$1.52M
Total Sold
$1.57M
Net Transaction
-$57.0K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR S&P 500 ETF TRUST(SPY)0655,039+655,039034321.55%+343
ISHARES CORE S&P 500 ETF0551,002+551,002029018.22%+290
VANGUARD S&P 500 ETF0571,669+571,669027517.29%+275
ISHARES MSCI TAIWAN ETF
MSCI TAIWAN ETF
01,609,250+1,609,2500784.93%+78
INVESCO QQQ TRUST SERIES 10174,310+174,3100774.87%+77
ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF01,509,000+1,509,0000774.87%+77
ISHARES MSCI SOUTH KOREA ETF01,021,273+1,021,2730694.31%+69
PROLOGIS INC(PLD)0368,359+368,3590483.02%+48
ISHARES ESG SCREENED S&P 500 ETF0823,040+823,0400332.09%+33
CRESCENT CAPITAL BDC INC01,706,082+1,706,0820291.85%+29
AVALONBAY COMMUNITIES INC0150,427+150,4270281.76%+28
DIGITAL REALTY TRUST INC(DLR)0159,881+159,8810231.45%+23
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
0310,700+310,7000161.01%+16
CAMDEN PROPERTY TRUST(CPT)0159,528+159,5280160.99%+16
SPDR SER TR
ST BLOO HIGH ETF
0168,000+168,0000150.97%+15
ISHARES TR0152,000+152,0000150.94%+15
FIRST INDUSTRIAL REALTY TRUST INC(FR)0252,856+252,8560130.84%+13
REXFORD INDUSTRIAL REALTY INC(REXR)0249,854+249,8540130.79%+13
ISHARES MSCI SINGAPORE ETF
MSCI SINGPOR ETF
0543,900+543,9000100.63%+10
ISHARES MSCI UNITED KINGDOM INDEX FUND
MSCI UK ETF NEW
0274,393+274,393090.59%+9
ISHARES TR086,000+86,000090.59%+9
ISHARES MSCI JAPAN UCITS ETF
MSCI JAPAN ETF
087,829+87,829060.39%+6
ISHARES MSCI INDONESIA ETF
MSCI INDONIA ETF
0255,000+255,000060.36%+6
ISHARES MSCI MALAYSIA ETF
MSCI MLY ETF NEW
0196,800+196,800040.27%+4
ISHARES MSCI PHILIPPINES ETF
MSCI PHILIPS ETF
0140,500+140,500040.24%+4
ISHARES MSCI THAILAND ETF060,200+60,200040.22%+4
ISHARES MSCI EAFE INDEX FUND031,412+31,412030.16%+3
ISHARES MSCI FRANCE ETF060,600+60,600030.16%+3
ISHARES MSCI MEXICO CAPPED ETF015,685+15,685010.07%+1
ISHARES MSCI GERMANY ETF017,125+17,125010.03%+1
GRAFTECH INTERNATIONAL LTD0841,528+841,528000.03%0
ISHARES MSCI GERMANY ETF17,1250-17,12510-1
GRAFTECH INTERNATIONAL LTD841,5280-841,52810-1
ISHARES MSCI MEXICO CAPPED ETF15,6850-15,68510-1
ISHARES MSCI FRANCE ETF60,6000-60,60020-2
ISHARES MSCI EAFE INDEX FUND40,6120-40,61230-3
ISHARES MSCI JAPAN UCITS ETF
MSCI JAPAN ETF
108,3890-108,38970-7
MISTER CAR WASH INC
COM
9,269,2389,269,238080724.52%-8
ISHARES MSCI UNITED KINGDOM INDEX FUND
MSCI UK ETF NEW
274,3930-274,39390-9
FIRST INDUSTRIAL REALTY TRUST INC(FR)252,8560-252,856130-13
REXFORD INDUSTRIAL REALTY INC(REXR)249,8540-249,854140-14
VANGUARD S&P 500 ETF35,0340-35,034150-15
CAMDEN PROPERTY TRUST(CPT)159,5280-159,528160-16
DIGITAL REALTY TRUST INC(DLR)155,8750-155,875210-21
ISHARES CORE S&P 500 ETF54,4810-54,481260-26
AVALONBAY COMMUNITIES INC150,4270-150,427280-28
CRESCENT CAPITAL BDC INC1,706,0820-1,706,082300-30
ISHARES ESG SCREENED S&P 500 ETF823,0400-823,040300-30
PROLOGIS INC(PLD)368,3590-368,359490-49
ISHARES MSCI TAIWAN ETF
MSCI TAIWAN ETF
1,271,7500-1,271,750590-59
INVESCO QQQ TRUST SERIES 1177,6600-177,660730-73
ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF1,509,0000-1,509,000770-77
ISHARES MSCI SOUTH KOREA ETF1,513,6730-1,513,673990-99
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
2,844,8000-2,844,8001390-139
SPDR S&P 500 ETF TRUST(SPY)1,813,5480-1,813,5488620-862
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