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
$264M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Sells

1 +$623K
2 +$361K
3 +$77.7K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$35.9K

Sector Composition

1 Technology 0.8%
2 Real Estate 0.76%
3 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$498K 0.19%
13,592
+1,345
27
$486K 0.18%
12,195
+2,075
28
$155K 0.06%
2,944
-11,828
29
$150K 0.06%
2,143
30
$124K 0.05%
+2,555