SAS

Stelac Advisory Services Portfolio holdings

AUM $263M
1-Year Est. Return 15.84%
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$438M
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.6M
3
+$11.1M
4
AMD icon
Advanced Micro Devices
AMD
+$11.1M
5
DIS icon
Walt Disney
DIS
+$10.9M

Top Sells

1
+$1.67M
2
+$1.04M
3
+$1.04M
4
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$979K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$681K

Sector Composition

1 Technology 10.73%
2 Financials 10.59%
3 Consumer Discretionary 9.46%
4 Communication Services 9.4%
5 Real Estate 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$129K 0.03%
8,975
252
$129K 0.03%
676
-53
253
$127K 0.03%
1,092
-8
254
$127K 0.03%
4,979
255
$127K 0.03%
858
256
$127K 0.03%
2,279
257
$125K 0.03%
842
-16
258
$124K 0.03%
9,071
-524
259
$124K 0.03%
1,000
-400
260
$124K 0.03%
472
-96
261
$122K 0.03%
2,317
-581
262
$122K 0.03%
6,500
-1,000
263
$121K 0.03%
897
+32
264
$118K 0.03%
+3,500
265
$117K 0.03%
+449
266
$116K 0.03%
+494
267
$116K 0.03%
3,428
-290
268
$114K 0.03%
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269
$114K 0.03%
479
270
$112K 0.03%
2,243
-541
271
$109K 0.02%
391
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272
$109K 0.02%
486
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273
$109K 0.02%
707
-13
274
$109K 0.02%
+2,369
275
$108K 0.02%
649
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9 10
11
12 13