Fund HoldingsSUN LIFE FINANCIAL INC

Total Portfolio Value
$1.67M
Total Bought
$1.60M
Total Sold
$1.51M
Net Transaction
+$88.7K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR S&P 500 ETF TRUST(SPY)0638,684+638,684034820.78%+348
ISHARES CORE S&P 500 ETF0534,012+534,012029217.47%+292
VANGUARD S&P 500 ETF0568,600+568,600028417.00%+284
ISHARES MSCI TAIWAN ETF
MSCI TAIWAN ETF
01,949,950+1,949,95001066.32%+106
ISHARES MSCI SOUTH KOREA ETF01,490,773+1,490,7730995.89%+99
INVESCO QQQ TRUST SERIES 10169,180+169,1800814.85%+81
ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF01,509,000+1,509,0000774.62%+77
PROLOGIS INC(PLD)0368,359+368,3590412.47%+41
CRESCENT CAPITAL BDC INC01,843,766+1,843,7660352.07%+35
ISHARES ESG SCREENED S&P 500 ETF0823,040+823,0400352.07%+35
AVALONBAY COMMUNITIES INC0150,427+150,4270311.86%+31
ISHARES MSCI SINGAPORE ETF
MSCI SINGPOR ETF
01,504,000+1,504,0000291.73%+29
DIGITAL REALTY TRUST INC(DLR)0159,881+159,8810241.45%+24
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
0341,100+341,1000191.14%+19
CAMDEN PROPERTY TRUST(CPT)0159,528+159,5280171.04%+17
ISHARES MSCI INDONESIA ETF
MSCI INDONIA ETF
0776,800+776,8000150.90%+15
FIRST INDUSTRIAL REALTY TRUST INC(FR)0252,856+252,8560120.72%+12
ISHARES MSCI MALAYSIA ETF
MSCI MLY ETF NEW
0510,700+510,7000110.69%+11
REXFORD INDUSTRIAL REALTY INC(REXR)0249,854+249,8540110.67%+11
ISHARES MSCI UNITED KINGDOM INDEX FUND
MSCI UK ETF NEW
0274,393+274,3930100.57%+10
ISHARES MSCI THAILAND ETF0173,000+173,000090.56%+9
ISHARES MSCI JAPAN UCITS ETF
MSCI JAPAN ETF
095,759+95,759070.39%+7
ISHARES MSCI EAFE INDEX FUND063,812+63,812050.30%+5
ISHARES MSCI FRANCE ETF059,550+59,550020.13%+2
ISHARES MSCI MEXICO CAPPED ETF014,635+14,635010.05%+1
ISHARES MSCI PHILIPPINES ETF
MSCI PHILIPS ETF
140,500181,200+40,700440.26%0
ISHARES MSCI GERMANY ETF016,075+16,075000.03%0
GRAFTECH INTERNATIONAL LTD0841,528+841,528000.02%0
GRAFTECH INTERNATIONAL LTD841,5280-841,52800-0
ISHARES MSCI GERMANY ETF17,1250-17,12510-1
ISHARES MSCI MEXICO CAPPED ETF15,6850-15,68510-1
ISHARES MSCI EAFE INDEX FUND31,4120-31,41230-3
ISHARES MSCI FRANCE ETF60,6000-60,60030-3
ISHARES MSCI THAILAND ETF60,2000-60,20040-4
ISHARES MSCI MALAYSIA ETF
MSCI MLY ETF NEW
196,8000-196,80040-4
ISHARES MSCI INDONESIA ETF
MSCI INDONIA ETF
255,0000-255,00060-6
MISTER CAR WASH INC
COM
9,269,2389,269,238072663.95%-6
ISHARES MSCI JAPAN UCITS ETF
MSCI JAPAN ETF
87,8290-87,82960-6
ISHARES TR86,0000-86,00090-9
ISHARES MSCI UNITED KINGDOM INDEX FUND
MSCI UK ETF NEW
274,3930-274,39390-9
ISHARES MSCI SINGAPORE ETF
MSCI SINGPOR ETF
543,9000-543,900100-10
REXFORD INDUSTRIAL REALTY INC(REXR)249,8540-249,854130-13
FIRST INDUSTRIAL REALTY TRUST INC(FR)252,8560-252,856130-13
ISHARES TR152,0000-152,000150-15
SPDR SER TR
ST BLOO HIGH ETF
168,0000-168,000150-15
CAMDEN PROPERTY TRUST(CPT)159,5280-159,528160-16
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
310,7000-310,700160-16
DIGITAL REALTY TRUST INC(DLR)159,8810-159,881230-23
AVALONBAY COMMUNITIES INC150,4270-150,427280-28
CRESCENT CAPITAL BDC INC1,706,0820-1,706,082290-29
ISHARES ESG SCREENED S&P 500 ETF823,0400-823,040330-33
PROLOGIS INC(PLD)368,3590-368,359480-48
ISHARES MSCI SOUTH KOREA ETF1,021,2730-1,021,273690-69
ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF1,509,0000-1,509,000770-77
INVESCO QQQ TRUST SERIES 1174,3100-174,310770-77
ISHARES MSCI TAIWAN ETF
MSCI TAIWAN ETF
1,609,2500-1,609,250780-78
VANGUARD S&P 500 ETF571,6690-571,6692750-275
ISHARES CORE S&P 500 ETF551,0020-551,0022900-290
SPDR S&P 500 ETF TRUST(SPY)655,0390-655,0393430-343
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