Fund HoldingsSUN LIFE FINANCIAL INC

Total Portfolio Value
$1.58M
Total Bought
$155.3K
Total Sold
$352.1K
Net Transaction
-$196.8K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AAM SLC LOW DURATION INCOME ETF
AAM SLC LOW DUR
02,000,000+2,000,0000503.17%+50
ISHARES ESG SCREENED S&P 500 ETF0823,040+823,0400352.23%+35
SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
0490,800+490,8000251.59%+25
ISHARES MSCI SOUTH KOREA ETF1,271,4731,549,773+278,30065845.30%+19
ISHARES MSCI JAPAN VALUE ETF
MSCI JP VALUE
0290,700+290,7000100.61%+10
INVESCO EXCH TRADED FD TR II SR LN ETF
SR LN ETF
2,145,0002,545,000+400,00045533.33%+7
ISHARES MSCI SINGAPORE ETF
MSCI SINGPOR ETF
1,522,6001,530,100+7,50033362.30%+3
PROLOGIS INC(PLD)220,524220,524023251.56%+1
CAMDEN PROPERTY TRUST(CPT)159,528159,528019201.23%+1
FIRST INDUSTRIAL REALTY TRUST INC(FR)151,376151,3760880.52%+1
ISHARES MSCI FRANCE ETF57,75056,950-800220.14%0
REXFORD INDUSTRIAL REALTY INC(REXR)160,448160,4480660.40%0
ISHARES MSCI GERMANY ETF15,42514,895-530010.03%0
ISHARES MSCI MEXICO CAPPED ETF14,20513,775-430110.04%0
BEASLEY BROADCAST GROUP INC01,524+1,524000.00%0
BEASLEY BROADCAST GROUP INC1,5240-1,52400-0
GRAFTECH INTERNATIONAL LTD841,528841,5280100.02%-0
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
306,100306,100016161.00%-0
SIMON PROPERTY GROUP INC(SPG)59,14559,145010100.62%-0
AVALONBAY COMMUNITIES INC150,427150,427033322.04%-1
BOSTON PROPERTIES INC(BXP)120,239120,2390980.51%-1
EQUINIX INC(EQIX)11,25611,25601190.58%-1
ISHARES MSCI JAPAN UCITS ETF
MSCI JAPAN ETF
80,26457,182-23,082540.25%-1
ISHARES MSCI INDONESIA ETF
MSCI INDONIA ETF
774,800725,000-49,80014120.75%-3
ISHARES MSCI EAFE INDEX FUND61,1021,062-60,040500.01%-5
CRESCENT CAPITAL BDC INC2,226,3082,226,308043382.41%-5
ISHARES MSCI PHILIPPINES ETF
MSCI PHILIPS ETF
191,2000-191,20050-5
MISTER CAR WASH INC
COM
3,801,1382,894,938-906,20028231.45%-5
DIGITAL REALTY TRUST INC(DLR)203,570213,509+9,93936311.94%-6
ISHARES MSCI UNITED KINGDOM INDEX FUND
MSCI UK ETF NEW
273,79355,365-218,428920.13%-7
INVESCO QQQ TRUST SERIES 1163,910162,840-1,07084764.83%-7
ISHARES MSCI THAILAND ETF181,3000-181,300110-11
ISHARES MSCI MALAYSIA ETF
MSCI MLY ETF NEW
520,7000-520,700130-13
ISHARES MSCI TAIWAN ETF
MSCI TAIWAN ETF
2,024,2501,917,150-107,100105915.76%-14
SPDR S&P 500 ETF TRUST(SPY)644,174638,529-5,64537835722.61%-20
ISHARES ESG SCREENED S&P 500 ETF823,0400-823,040370-37
VANGUARD S&P 500 ETF558,474495,084-63,39030125416.10%-46
ISHARES CORE S&P 500 ETF527,026464,479-62,54731026116.52%-49
AAM SLC LOW DURATION INCOME ETF
AAM SLC LOW DUR
2,000,0000-2,000,000500-50
ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF1,509,0000-1,509,000780-78
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