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
$267M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$1.21M
3
+$994K
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$700K
5
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$439K

Top Sells

1
+$8.98M
2
+$3.95M
3
+$3.35M
4
AAPL icon
Apple
AAPL
+$1.95M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.06M

Sector Composition

1 Real Estate 0.76%
2 Financials 0.3%
3 Technology 0.23%
4 Materials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$534K 0.2%
13,592
27
$522K 0.2%
12,195
28
$407K 0.15%
12,743
-4,321
29
$157K 0.06%
+4,081
30
$157K 0.06%
2,143
31
$148K 0.06%
+4,041
32
$142K 0.05%
2,555
33
$132K 0.05%
+1,140
34
$102K 0.04%
+3,565
35
– –
-2,944
1
2