Fund HoldingsSUN LIFE FINANCIAL INC

Total Portfolio Value
$1.79M
Total Bought
$75.6K
Total Sold
$75.9K
Net Transaction
-$360
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
AAM SLC LOW DURATION INCOME ETF
AAM SLC LOW DUR
02,000,000+2,000,0000502.80%+50
SPDR S&P 500 ETF TRUST(SPY)632,029644,174+12,14536337821.06%+15
ISHARES CORE S&P 500 ETF527,026527,026030431017.30%+6
ISHARES MSCI SINGAPORE ETF
MSCI SINGPOR ETF
1,239,9001,522,600+282,70027331.86%+6
DIGITAL REALTY TRUST INC(DLR)203,570203,570033362.01%+3
CRESCENT CAPITAL BDC INC2,226,3082,226,308041432.39%+2
ISHARES MSCI TAIWAN ETF
MSCI TAIWAN ETF
1,916,1502,024,250+108,1001031055.84%+2
INVESCO QQQ TRUST SERIES 1169,660163,910-5,75083844.67%+1
ISHARES ESG SCREENED S&P 500 ETF823,040823,040036372.08%+1
VANGUARD S&P 500 ETF568,600558,474-10,12630030116.78%+1
EQUINIX INC(EQIX)11,25611,256010110.59%+1
INVESCO EXCH TRADED FD TR II SR LN ETF
SR LN ETF
2,145,0002,145,000045452.52%0
SIMON PROPERTY GROUP INC(SPG)59,14559,145010100.57%0
GRAFTECH INTERNATIONAL LTD841,528841,5280010.03%0
BEASLEY BROADCAST GROUP INC01,524+1,524000.00%0
ISHARES MSCI GERMANY ETF15,42515,4250100.03%-0
ISHARES MSCI EAFE INDEX FUND55,80261,102+5,300550.26%-0
ISHARES MSCI MEXICO CAPPED ETF14,63514,205-430110.04%-0
ISHARES MSCI FRANCE ETF58,95057,750-1,200220.12%-0
BOSTON PROPERTIES INC(BXP)120,239120,23901090.50%-1
AVALONBAY COMMUNITIES INC150,427150,427034331.85%-1
ISHARES MSCI JAPAN UCITS ETF
MSCI JAPAN ETF
86,45980,264-6,195650.30%-1
FIRST INDUSTRIAL REALTY TRUST INC(FR)151,376151,3760880.42%-1
ISHARES MSCI UNITED KINGDOM INDEX FUND
MSCI UK ETF NEW
274,393273,793-6001090.52%-1
CAMDEN PROPERTY TRUST(CPT)159,528159,528020191.03%-1
REXFORD INDUSTRIAL REALTY INC(REXR)149,578160,448+10,870860.35%-1
ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF1,509,0001,509,000079784.35%-1
ISHARES MSCI PHILIPPINES ETF
MSCI PHILIPS ETF
214,800191,200-23,600650.27%-1
ISHARES MSCI INDONESIA ETF
MSCI INDONIA ETF
716,700774,800+58,10016140.80%-2
ISHARES MSCI MALAYSIA ETF
MSCI MLY ETF NEW
558,100520,700-37,40015130.71%-2
ISHARES MSCI THAILAND ETF217,500181,300-36,20015110.61%-4
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
351,300306,100-45,20021160.90%-4
PROLOGIS INC(PLD)220,524220,524028231.30%-5
ISHARES MSCI SOUTH KOREA ETF1,405,7731,271,473-134,30090653.61%-25
MISTER CAR WASH INC
COM
9,269,2383,801,138-5,468,10062281.55%-34
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