§ 13F · FUND PROFILE
SUN LIFE FINANCIAL INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2M (13F)Positions · 39Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$28K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TRUST | 560K | $364K | 20.7% | −3% |
| 2 | SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | 4.71M | $280K | 15.9% | +22% |
| 3 | VOO | VANGUARD S&P 500 ETF | 468K | $280K | 15.9% | +2% |
| 4 | IVV | ISHARES CORE S&P 500 ETF | 423K | $277K | 15.7% | −1% |
| 5 | EWT | ISHARES MSCI TAIWAN ETF | 1.65M | $117K | 6.7% | −11% |
| 6 | QQQ | INVESCO QQQ TRUST SERIES 1 | 107K | $62K | 3.5% | −10% |
| 7 | LODI | AAM SLC LOW DURATION INCOME ETF | 2.00M | $50K | 2.9% | ±0% |
| 8 | CLOC | AAM CRESCENT CLO ETF | 2.00M | $50K | 2.8% | ±0% |
| 9 | EWS | ISHARES MSCI SINGAPORE ETF | 1.73M | $49K | 2.8% | +17% |
| 10 | XVV | ISHARES ESG SCREENED S&P 500 ETF | 823K | $41K | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUN SIGNAL
AC read
SUN LIFE FINANCIAL INC is a Other fund managing $2 million in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed