Fund HoldingsSUN LIFE FINANCIAL INC

Total Portfolio Value
$1.79M
Total Bought
$104.3K
Total Sold
$62.0K
Net Transaction
+$42.3K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
INVESCO EXCH TRADED FD TR II SR LN ETF
SR LN ETF
02,145,000+2,145,0000452.51%+45
VANGUARD S&P 500 ETF568,600568,600028430016.74%+16
SPDR S&P 500 ETF TRUST(SPY)638,684632,029-6,65534836320.23%+15
ISHARES CORE S&P 500 ETF534,012527,026-6,98629230416.96%+12
SIMON PROPERTY GROUP INC(SPG)059,145+59,1450100.56%+10
EQUINIX INC(EQIX)011,256+11,2560100.56%+10
BOSTON PROPERTIES INC(BXP)0120,239+120,2390100.54%+10
DIGITAL REALTY TRUST INC(DLR)159,881203,570+43,68924331.84%+9
CRESCENT CAPITAL BDC INC1,843,7662,226,308+382,54235412.30%+7
ISHARES MSCI THAILAND ETF173,000217,500+44,5009150.84%+6
ISHARES MSCI MALAYSIA ETF
MSCI MLY ETF NEW
510,700558,100+47,40011150.84%+4
AVALONBAY COMMUNITIES INC150,427150,427031341.89%+3
CAMDEN PROPERTY TRUST(CPT)159,528159,528017201.10%+2
ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF1,509,0001,509,000077794.43%+2
ISHARES MSCI PHILIPPINES ETF
MSCI PHILIPS ETF
181,200214,800+33,600460.35%+2
ISHARES ESG SCREENED S&P 500 ETF823,040823,040035362.03%+2
INVESCO QQQ TRUST SERIES 1169,180169,660+48081834.62%+2
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
341,100351,300+10,20019211.15%+2
ISHARES MSCI INDONESIA ETF
MSCI INDONIA ETF
776,800716,700-60,10015160.90%+1
ISHARES MSCI UNITED KINGDOM INDEX FUND
MSCI UK ETF NEW
274,393274,393010100.57%+1
ISHARES MSCI FRANCE ETF59,55058,950-600220.13%0
GRAFTECH INTERNATIONAL LTD841,528841,5280000.02%0
ISHARES MSCI GERMANY ETF16,07515,425-650010.03%0
ISHARES MSCI MEXICO CAPPED ETF14,63514,6350110.04%-0
ISHARES MSCI EAFE INDEX FUND63,81255,802-8,010550.26%-0
ISHARES MSCI JAPAN UCITS ETF
MSCI JAPAN ETF
95,75986,459-9,300760.35%-0
ISHARES MSCI SINGAPORE ETF
MSCI SINGPOR ETF
1,504,0001,239,900-264,10029271.53%-1
ISHARES MSCI TAIWAN ETF
MSCI TAIWAN ETF
1,949,9501,916,150-33,8001061035.76%-2
FIRST INDUSTRIAL REALTY TRUST INC(FR)252,856151,376-101,4801280.47%-4
REXFORD INDUSTRIAL REALTY INC(REXR)249,854149,578-100,2761180.42%-4
MISTER CAR WASH INC
COM
9,269,2389,269,238066623.46%-4
ISHARES MSCI SOUTH KOREA ETF1,490,7731,405,773-85,00099905.02%-9
PROLOGIS INC(PLD)368,359220,524-147,83541281.55%-14
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