Fund HoldingsSUN LIFE FINANCIAL INC

Total Portfolio Value
$1.64B
Total Bought
$217.92M
Total Sold
$126.95M
Net Transaction
+$90.97M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
02,190,600+2,190,600095,7295.85%+95,729
ISHARES MSCI TAIWAN ETF
MSCI TAIWAN ETF
01,546,250+1,546,250072,7054.45%+72,705
SPDR S&P 500 ETF TRUST(SPY)1,854,3731,840,823-13,550759,162816,00049.91%+56,838
ISHARES ESG SCREENED S&P 500 ETF0823,040+823,040027,8311.70%+27,831
AVALONBAY COMMUNITIES INC106,048150,427+44,37917,82228,4711.74%+10,649
MISTER CAR WASH INC
COM
9,269,2389,269,238079,90189,4485.47%+9,547
INVESCO QQQ TRUST SERIES 1191,900184,470-7,43061,58668,1474.17%+6,560
CRESCENT CAPITAL BDC INC1,076,6541,241,215+164,56114,66418,7921.15%+4,128
ISHARES CORE S&P 500 ETF50,80354,481+3,67820,88424,2831.49%+3,399
VANGUARD S&P 500 ETF77,17977,694+51529,02531,6431.94%+2,619
CAMDEN PROPERTY TRUST(CPT)215,784215,784022,62323,4921.44%+870
ISHARES MSCI EAFE INDEX FUND43,06254,362+11,3003,0803,9410.24%+861
PIMCO ETF TR
ENHAN SHRT MA AC
402,286402,286039,92740,1322.45%+205
VANGUARD ADMIRAL FDS INC31,55831,55802,6722,7950.17%+122
ISHARES U S ETF TR
SHOR DURA BD ETF
810,259810,259040,18940,2862.46%+97
VANGUARD ADMIRAL FDS INC21,55221,55201,9141,9800.12%+67
ISHARES TR1,1101,11002782900.02%+13
IQVIA HLDGS INC(IQV)289289057650.00%+7
VANGUARD INTL EQUITY INDEX F87,79185,792-1,9994,6944,6680.29%-26
PROSHARES ULTRASHORT REAL ESTATE72,83472,83401,2671,2320.08%-35
ISHARES MSCI GERMANY ETF18,92517,125-1,8005394890.03%-49
iShares iBoxx $ Investment Grade Corporate Bond ETF94,00094,000010,22110,1670.62%-54
VANGUARD WHITEHALL FDS56,81755,641-1,1765,9945,9020.36%-92
ISHARES MSCI UNITED KINGDOM INDEX FUND
MSCI UK ETF NEW
280,073276,073-4,0009,0358,9310.55%-104
CARRIER GLOBAL CORP2,5140-2,5141150-115
OMNICOM GROUP INC1,4930-1,4931400-140
FIRST INDUSTRIAL REALTY TRUST INC(FR)252,856252,856013,45213,3100.81%-142
ISHARES MSCI MEXICO CAPPED ETF19,24016,115-3,1251,1451,0020.06%-143
PAYPAL HOLDINGS INC2,1330-2,1331620-162
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
928,354928,354046,71546,5482.85%-167
COLGATE-PALMOLIVE CO2,9890-2,9892240-224
MARRIOTT INTERNATIONAL INC1,5900-1,5902630-263
OTIS WORLDWIDE CORP3,1500-3,1502650-265
MICROCHIP TECHNOLOGY INC3,2180-3,2182690-269
ISHARES TR152,000152,000014,98414,6830.90%-301
EBAY INC6,8430-6,8433030-303
AMPHENOL CORP3,9060-3,9063180-318
WATERS CORP1,1590-1,1593580-358
ISHARES MSCI FRANCE ETF73,15062,400-10,7502,7652,4040.15%-361
3M CO3,5830-3,5833760-376
FIDELITY NATIONAL INFORMATION SERVICES INC7,1260-7,1263860-386
COGNIZANT TECHNOLOGY SOLUTIONS CORP6,7140-6,7144080-408
COOPER COS INC1,1760-1,1764380-438
EQUIFAX INC2,3230-2,3234700-470
UNION PACIFIC CORP2,3860-2,3864790-479
UNITED PARCEL SERVICE INC2,4960-2,4964830-483
PPG INDUSTRIES INC3,7130-3,7134940-494
LIBERTY BROADBAND CORP6,2510-6,2515090-509
ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF1,509,0001,509,000076,26575,7074.63%-558
WALT DISNEY CO5,6340-5,6345620-562
FISERV INC5,0720-5,0725720-572
AMERICAN EXPRESS CO3,5400-3,5405820-582
ABBOTT LABORATORIES5,8510-5,8515910-591
CHARLES SCHWAB CORP11,3740-11,3745940-594
INTERNATIONAL FLAVORS & FRAGRANCES INC6,5820-6,5826030-603
STRYKER CORP2,3980-2,3986830-683
ISHARES MSCI JAPAN UCITS ETF
MSCI JAPAN ETF
110,30993,229-17,0806,4745,7710.35%-703
CANADIAN NATIONAL RAILWAY CO6,2570-6,2577360-736
GOLDMAN SACHS GROUP INC2,3940-2,3947810-781
PROLOGIS INC(PLD)368,359368,359045,96045,1722.76%-788
BOSTON SCIENTIFIC CORP16,1330-16,1338050-805
ALPHABET INC7,8550-7,8558120-812
ORACLE CORP9,3500-9,3508660-866
HONEYWELL INTERNATIONAL INC4,6780-4,6788920-892
CANADIAN PACIFIC RAILWAY LTD11,6380-11,6388930-893
COMCAST CORP27,7830-27,7831,0510-1,051
MEDTRONIC PLC13,7640-13,7641,1060-1,106
THERMO FISHER SCIENTIFIC INC2,2050-2,2051,2670-1,267
VISA INC6,1350-6,1351,3790-1,379
REXFORD INDUSTRIAL REALTY INC(REXR)249,854249,854014,90413,0470.80%-1,856
SPDR SER TR
ST BLOO HIGH ETF
168,0000-168,00015,4120-15,412
ISHARES ESG SCREENED S&P 500 ETF823,0400-823,04025,4290-25,429
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