SUN LIFE FINANCIAL INC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SL SUN LIFE FINANCIAL INC | Institutional Filer | ▼ 7.55% | $1.8M | 45 |
Current Portfolio Holdings
Showing all 45 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 605K | $393K | 22.34% |
| 2 | IVV | ISHARES CORE S&P 500 ETF | — | 432K | $282K | 16.03% |
| 3 | SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | — | 4.7M | $280K | 15.92% |
| 4 | VOO | VANGUARD S&P 500 ETF | — | 468K | $280K | 15.88% |
| 5 | EWT | ISHARES MSCI TAIWAN ETF | — | 1.7M | $117K | 6.65% |
| 6 | QQQ | Invesco QQQ Trust | — | 107K | $62K | 3.52% |
| 7 | LODI | AAM SLC LOW DURATION INCOME ETF | — | 2.0M | $50K | 2.86% |
| 8 | CLOC | AAM CRESCENT CLO ETF | — | 2.0M | $50K | 2.82% |
| 9 | EWS | ISHARES MSCI SINGAPORE ETF | — | 1.7M | $49K | 2.77% |
| 10 | XVV | ISHARES ESG SCREENED S&P 500 ETF | — | 823K | $41K | 2.30% |
| 11 | CCAP | Crescent Capital BDC, Inc. | Financial Services | 2.2M | $27K | 1.54% |
| 12 | SPMD | SPDR PORTFOLIO S&P 400 MID CAP ETF | — | 398K | $24K | 1.34% |
| 13 | INDA | ISHARES MSCI INDIA ETF | — | 385K | $18K | 1.02% |
| 14 | ASHR | XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF | — | 515K | $17K | 0.95% |
| 15 | THD | ISHARES MSCI THAILAND ETF | — | 221K | $15K | 0.87% |
Showing 1 to 15 of 45 holdings