SAS
Stelac Advisory Services Portfolio holdings
AUM
$263M
This Quarter Return
-9.1%
1 Year Return
+15.84%
3 Year Return
+61.45%
5 Year Return
+96.46%
10 Year Return
+139.05%
AUM
$362M
AUM Growth
+$362M
(-5.4%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
3.72%
Top 10 Holdings %
Top 10 Hldgs %
81.11%
Holding
50
New
9
Increased
15
Reduced
18
Closed
2
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$13.7M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$4.17M |
| 3 |
Sociedad Química y Minera de Chile
SQM
|
$2.28M |
| 4 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$1.62M |
| 5 |
iShares MSCI Japan ETF
EWJ
|
$1.59M |
Top Sells
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$2.75M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.38M |
| 3 |
iShares MSCI Canada ETF
EWC
|
$2.04M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$1.83M |
| 5 |
iShares Select Dividend ETF
DVY
|
$1.6M |
Sector Composition
| 1 | Materials | 0.69% |
| 2 | Financials | 0.47% |
| 3 | Real Estate | 0.29% |
| 4 | Technology | 0.06% |
