SUN LIFE FINANCIAL INC

PublicCIK: 1097362
SLFNYSESLFQFOTCSUNFFOTC+1 more
45
Positions
$1.76M
Total AUM (reported)
20.30M
Total Shares

Allocation by class

TOTAL AUM$1.76M45 positions
* STATE STR SPDR S&P 500 ETF T TR UNIT$393.4K22.3%
* ISHARES TR CORE S&P500 ETF$282.4K16.0%
* DBX ETF TR XTRACKRS S&P 500$280.4K15.9%
* VANGUARD INDEX FDS S&P 500 ETF SHS$279.7K15.9%
* ISHARES INC MSCI TAIWAN ETF$117.2K6.7%
* INVESCO QQQ TR UNIT SER 1$62.0K3.5%
ETF SER SOLUTIONS AAM SLC LOW DUR$50.4K2.9%

Portfolio Concentration

Top 354.3%4–1036.8%11–258.4%Rest0.5%TOP 1091.1%0%100%
Top 3$956.3K54.3%
4–10$648.3K36.8%
11–25$148.6K8.4%
Rest$8.2K0.5%

Top 3 weight

54.3%

Top 10 weight

91.1%

Voting Authority Distribution

Total shares with voting rights: 20.30M

Sole

Full voting authority

20.30M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:

SPDR S&P 500 ETF TRUST

SOLE
* STATE STR SPDR S&P 500 ETF T TR UNIT
Shares604.99K
TypeSH
Market value$393.4K
22.34%
Sole
604.99K
Shared
0.00
None
0.00

ISHARES CORE S&P 500 ETF

SOLE
* ISHARES TR CORE S&P500 ETF
Shares432.32K
TypeSH
Market value$282.4K
16.03%
Sole
432.32K
Shared
0.00
None
0.00

XTRACKERS S&P 500 SCORED & SCREENED ETF

SOLE
* DBX ETF TR XTRACKRS S&P 500
Shares4.71M
TypeSH
Market value$280.4K
15.92%
Sole
4.71M
Shared
0.00
None
0.00

VANGUARD S&P 500 ETF

SOLE
* VANGUARD INDEX FDS S&P 500 ETF SHS
Shares468.16K
TypeSH
Market value$279.7K
15.88%
Sole
468.16K
Shared
0.00
None
0.00

ISHARES MSCI TAIWAN ETF

SOLE
* ISHARES INC MSCI TAIWAN ETF
Shares1.65M
TypeSH
Market value$117.2K
6.65%
Sole
1.65M
Shared
0.00
None
0.00

INVESCO QQQ TRUST SERIES 1

SOLE
* INVESCO QQQ TR UNIT SER 1
Shares107.44K
TypeSH
Market value$62.0K
3.52%
Sole
107.44K
Shared
0.00
None
0.00

AAM SLC LOW DURATION INCOME ETF

SOLE
ETF SER SOLUTIONS AAM SLC LOW DUR
Shares2M
TypeSH
Market value$50.4K
2.86%
Sole
2M
Shared
0.00
None
0.00

AAM CRESCENT CLO ETF

SOLE
ETF SER SOLUTIONS AAM CRESCENT CLO
Shares2M
TypeSH
Market value$49.6K
2.82%
Sole
2M
Shared
0.00
None
0.00

ISHARES MSCI SINGAPORE ETF

SOLE
* ISHARES INC MSCI SINGPOR ETF
Shares1.73M
TypeSH
Market value$48.8K
2.77%
Sole
1.73M
Shared
0.00
None
0.00

ISHARES ESG SCREENED S&P 500 ETF

SOLE
* ISHARES TR ESG SELECT SCRE
Shares823.04K
TypeSH
Market value$40.5K
2.30%
Sole
823.04K
Shared
0.00
None
0.00

CRESCENT CAPITAL BDC INC

SOLE
* CRESCENT CAP BDC INC COM
Shares2.23M
TypeSH
Market value$27.1K
1.54%
Sole
2.23M
Shared
0.00
None
0.00

SPDR PORTFOLIO S&P 400 MID CAP ETF

SOLE
* SPDR SERIES TRUST STATE STREET SPD
Shares398.41K
TypeSH
Market value$23.6K
1.34%
Sole
398.41K
Shared
0.00
None
0.00

ISHARES MSCI INDIA ETF

SOLE
* ISHARES TR MSCI INDIA ETF
Shares385.13K
TypeSH
Market value$18.0K
1.02%
Sole
385.13K
Shared
0.00
None
0.00

XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF

SOLE
* DBX ETF TR XTRACK HRVST CSI
Shares514.61K
TypeSH
Market value$16.8K
0.95%
Sole
514.61K
Shared
0.00
None
0.00

ISHARES MSCI THAILAND ETF

SOLE
* ISHARES INC MSCI THAILND ETF
Shares220.51K
TypeSH
Market value$15.3K
0.87%
Sole
220.51K
Shared
0.00
None
0.00

ISHARES MSCI INDONESIA ETF

SOLE
* ISHARES TR MSCI INDONIA ETF
Shares799.01K
TypeSH
Market value$12.6K
0.72%
Sole
799.01K
Shared
0.00
None
0.00

ISHARES MSCI MALAYSIA ETF

SOLE
* ISHARES INC MSCI MLY ETF NEW
Shares407.24K
TypeSH
Market value$11.6K
0.66%
Sole
407.24K
Shared
0.00
None
0.00

ISHARES MSCI EAFE INDEX FUND

SOLE
* ISHARES TR MSCI EAFE ETF
Shares72.25K
TypeSH
Market value$7.0K
0.40%
Sole
72.25K
Shared
0.00
None
0.00

ISHARES MSCI JAPAN UCITS ETF

SOLE
* ISHARES INC MSCI JAPAN ETF
Shares57.37K
TypeSH
Market value$4.8K
0.28%
Sole
57.37K
Shared
0.00
None
0.00

ISHARES MSCI FRANCE ETF

SOLE
* ISHARES INC MSCI FRANCE ETF
Shares58.91K
TypeSH
Market value$2.6K
0.15%
Sole
58.91K
Shared
0.00
None
0.00

VIVID SEATS INC

SOLE
COM CL A
Shares415.53K
TypeSH
Market value$2.5K
0.14%
Sole
415.53K
Shared
0.00
None
0.00

ISHARES MSCI UNITED KINGDOM INDEX FUND

SOLE
* ISHARES TR MSCI UK ETF NEW
Shares51.24K
TypeSH
Market value$2.3K
0.13%
Sole
51.24K
Shared
0.00
None
0.00

EQUINIX INC

SOLE
* EQUINIX INC COM
Shares1.67K
TypeSH
Market value$1.6K
0.09%
Sole
1.67K
Shared
0.00
None
0.00

DIGITAL REALTY TRUST INC

SOLE
* DIGITAL RLTY TR INC COM
Shares8.14K
TypeSH
Market value$1.5K
0.08%
Sole
8.14K
Shared
0.00
None
0.00

ISHARES MSCI MEXICO CAPPED ETF

SOLE
* ISHARES INC MSCI MEXICO ETF
Shares18.39K
TypeSH
Market value$1.4K
0.08%
Sole
18.39K
Shared
0.00
None
0.00
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