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SAS

Stelac Advisory Services Portfolio holdings

AUM $494M
1-Year Est. Return 23.25%
This Fund
S&P 500
This Quarter Est. Return
+1.14%
1 Year Est. Return
+23.25%
3 Year Est. Return
+64.93%
5 Year Est. Return
+68.84%
10 Year Est. Return
+181.76%
AUM
$364M
AUM Growth
+$22.1M
Cap. Flow
+$15.2M
Cap. Flow %
4.17%
Top 10 Hldgs %
81.78%
Holding
42
New
5
Increased
14
Reduced
8
Closed
1

Sector Composition

Rank Sector Weight
1 Materials 0.82%
2 Real Estate 0.35%
3 Financials 0.22%
4 Technology 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BDCL
26
DELISTED
2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev
BDCL
$512K 0.14%
23,020
EFA icon
27
iShares MSCI EAFE ETF
EFA
$78B
$476K 0.13%
7,415
WY icon
28
Weyerhaeuser
WY
$18B
$377K 0.1%
11,600
VNM icon
29
VanEck Vietnam ETF
VNM
$491M
$355K 0.1%
+21,026
New +$391K
PCH
30
DELISTED
PotlatchDeltic
PCH
$339K 0.09%
8,645
RSX
31
DELISTED
VanEck Russia ETF
RSX
$336K 0.09%
20,173
-4,923
-20% -$80.3K
PCL
32
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
$330K 0.09%
7,765
THD icon
33
iShares MSCI Thailand ETF
THD
$369M
$256K 0.07%
+3,222
New +$258K
AAPL icon
34
Apple
AAPL
$4.54T
$233K 0.06%
7,476
IEI icon
35
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$225K 0.06%
1,827
+610
+50% +$75.4K
INDA icon
36
iShares MSCI India ETF
INDA
$6.89B
$214K 0.06%
+6,677
New +$215K
RYN icon
37
Rayonier
RYN
$6.55B
$209K 0.06%
8,735
GAF
38
DELISTED
SPDR S&P Emerging Middle East & Africa ETF
GAF
$147K 0.04%
2,143
MLPL
39
DELISTED
UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN
MLPL
$124K 0.03%
2,443
TUR icon
40
iShares MSCI Turkey ETF
TUR
$200M
$119K 0.03%
2,555
BVN icon
41
Compañía de Minas Buenaventura
BVN
$7.69B
$113K 0.03%
11,161
AMLP icon
42
Alerian MLP ETF
AMLP
$13B
-2,840
Closed -$249K

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Stelac Advisory Services's Q1 2015 Portfolio in Review

As of Q1 2015, Stelac Advisory Services held 42 positions worth $364M, up 6.5% from $342M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Stelac Advisory Services deployed $15.2M of net new capital in Q1 2015, opening 5 new positions and adding to 14 existing holdings. Its largest new stake was Sociedad Química y Minera de Chile: 161,239 shares worth $2.87M.

By sector, the portfolio is most concentrated in Materials at 0.82% of assets, up from 0.03% a quarter earlier, followed by Real Estate and Financials.

On the sell side, the largest reduction was State Street SPDR Dow Jones Industrial Average ETF Trust, an estimated $4.36M trimmed.

  • Stelac Advisory Services's largest Q1 2015 buy was Sociedad Química y Minera de Chile: 161,239 shares worth $2.87M.
  • Stelac Advisory Services added most to State Street SPDR S&P 500 ETF Trust in Q1 2015, an estimated $5.72M increase.
  • Stelac Advisory Services's biggest Q1 2015 reduction was State Street SPDR Dow Jones Industrial Average ETF Trust, cutting an estimated $4.36M.
  • Stelac Advisory Services fully exited Alerian MLP ETF in Q1 2015, selling an estimated $249K.
  • Stelac Advisory Services's ten largest holdings make up 82% of its $364M portfolio in Q1 2015.
  • Stelac Advisory Services opened 5 new positions and closed 1 in Q1 2015.
  • Stelac Advisory Services's portfolio value rose 6.5% quarter-over-quarter to $364M.

Based on Stelac Advisory Services's 13F filing for Q1 2015, filed 12 May 2015.