SAS

Stelac Advisory Services Portfolio holdings

AUM $283M
1-Year Est. Return 27.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
+$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$7.92M
3
+$7.91M
4
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$6.81M
5
USB icon
US Bancorp
USB
+$4.49M

Top Sells

1
+$3.17M
2
+$1.68M
3
+$1.28M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.2M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1M

Sector Composition

1 Financials 7.82%
2 Real Estate 5.21%
3 Technology 3.53%
4 Consumer Discretionary 3.03%
5 Communication Services 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-668
252
– –
-888
253
– –
-695
254
– –
-2,313
255
– –
-19,778
7 8 9 10
11