SAS
Stelac Advisory Services Portfolio holdings
AUM
$263M
This Quarter Return
+0.33%
1 Year Return
+15.84%
3 Year Return
+61.45%
5 Year Return
+96.46%
10 Year Return
+139.05%
AUM
$342M
AUM Growth
+$342M
(+5.7%)
Cap. Flow
+$17.2M
Cap. Flow
% of AUM
5.05%
Top 10 Holdings %
Top 10 Hldgs %
82.79%
Holding
38
New
5
Increased
16
Reduced
10
Closed
1
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.03M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$3.97M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$2.65M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$2.57M |
| 5 |
iShares MSCI Canada ETF
EWC
|
$2.19M |
Top Sells
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$3.49M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.59M |
| 3 |
iShares US Real Estate ETF
IYR
|
$1.25M |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$532K |
| 5 |
Weyerhaeuser
WY
|
$89.6K |
Sector Composition
| 1 | Real Estate | 0.37% |
| 2 | Financials | 0.28% |
| 3 | Technology | 0.06% |
| 4 | Materials | 0.03% |
