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
$373M
AUM Growth
-$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$3.59M
3
+$715K
4
URA icon
Global X Uranium ETF
URA
+$505K
5
VITL icon
Vital Farms
VITL
+$431K

Top Sells

1
+$9.39M
2
+$3.56M
3
+$3.18M
4
TSLA icon
Tesla
TSLA
+$1.86M
5
BX icon
Blackstone
BX
+$1.8M

Sector Composition

1 Communication Services 11.36%
2 Technology 10.86%
3 Consumer Discretionary 8.65%
4 Financials 7.42%
5 Real Estate 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
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