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
$342M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.97M
3
+$2.65M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.57M
5
EWC icon
iShares MSCI Canada ETF
EWC
+$2.19M

Top Sells

1
+$3.49M
2
+$2.59M
3
+$1.25M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$532K
5
WY icon
Weyerhaeuser
WY
+$89.6K

Sector Composition

1 Real Estate 0.37%
2 Financials 0.28%
3 Technology 0.06%
4 Materials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$395K 0.12%
11,600
-2,632
27
$352K 0.1%
25,096
-4,620
28
$343K 0.1%
8,645
-1,917
29
$315K 0.09%
7,765
-1,675
30
$249K 0.07%
+2,840
31
$209K 0.06%
8,329
-1,545
32
$206K 0.06%
7,476
33
$149K 0.04%
+1,217
34
$144K 0.04%
2,143
35
$141K 0.04%
2,443
36
$139K 0.04%
2,555
37
$107K 0.03%
+11,161
38
– –
-18,095
1
2