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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
-9.1%
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
$362M
AUM Growth
-$20.8M
Cap. Flow
+$14.2M
Cap. Flow %
3.94%
Top 10 Hldgs %
81.11%
Holding
50
New
9
Increased
15
Reduced
18
Closed
2

Sector Composition

Rank Sector Weight
1 Materials 0.69%
2 Financials 0.47%
3 Real Estate 0.29%
4 Technology 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EFA icon
26
iShares MSCI EAFE ETF
EFA
$78B
$474K 0.13%
8,265
+850
+11% +$52.5K
EWS icon
27
iShares MSCI Singapore ETF
EWS
$1.04B
$451K 0.12%
22,156
+1,657
+8% +$37.7K
VNM icon
28
VanEck Vietnam ETF
VNM
$491M
$372K 0.1%
24,021
+2,995
+14% +$51.4K
BDCL
29
DELISTED
2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev
BDCL
$364K 0.1%
23,020
-1,692
-7% -$30.9K
MLPI
30
DELISTED
UBS E-TRACS Alerian MLP Infrastructure ETN
MLPI
$325K 0.09%
+12,175
New +$388K
WY icon
31
Weyerhaeuser
WY
$18B
$315K 0.09%
11,870
-3,175
-21% -$93.7K
RSX
32
DELISTED
VanEck Russia ETF
RSX
$307K 0.08%
20,173
-5,825
-22% -$96K
PCL
33
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
$304K 0.08%
7,950
-2,150
-21% -$86.2K
IGSB icon
34
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$283K 0.08%
5,384
-2,162
-29% -$114K
INDA icon
35
iShares MSCI India ETF
INDA
$6.89B
$258K 0.07%
9,022
+2,345
+35% +$68.9K
VYM icon
36
Vanguard High Dividend Yield ETF
VYM
$80.9B
$251K 0.07%
+4,000
New +$263K
PCH
37
DELISTED
PotlatchDeltic
PCH
$248K 0.07%
8,895
-2,360
-21% -$79.1K
THD icon
38
iShares MSCI Thailand ETF
THD
$369M
$236K 0.07%
3,798
+576
+18% +$38.6K
IEI icon
39
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$211K 0.06%
1,695
AAPL icon
40
Apple
AAPL
$4.54T
$206K 0.06%
7,476
BVN icon
41
Compañía de Minas Buenaventura
BVN
$7.69B
$196K 0.05%
32,821
+21,660
+194% +$155K
BRK.A icon
42
Berkshire Hathaway Class A
BRK.A
$1.1T
$195K 0.05%
+1
New +$206K
RYN icon
43
Rayonier
RYN
$6.55B
$176K 0.05%
9,104
-2,420
-21% -$52.4K
XLF icon
44
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$125K 0.03%
+6,297
New +$133K
GAF
45
DELISTED
SPDR S&P Emerging Middle East & Africa ETF
GAF
$121K 0.03%
2,143
TUR icon
46
iShares MSCI Turkey ETF
TUR
$200M
-2,555
Closed -$115K
MLPL
47
DELISTED
UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN
MLPL
-2,443
Closed -$104K

Similar funds

Stelac Advisory Services's Q3 2015 Portfolio in Review

As of Q3 2015, Stelac Advisory Services held 50 positions worth $362M, down 5.4% from $383M the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Stelac Advisory Services deployed $14.2M of net new capital in Q3 2015, opening 9 new positions and adding to 15 existing holdings. Its largest new stake was Sociedad Química y Minera de Chile: 161,239 shares worth $2.28M.

By sector, the portfolio is most concentrated in Materials at 0.69% of assets, up from 0.03% a quarter earlier, followed by Financials and Real Estate.

On the sell side, the largest reduction was State Street SPDR Dow Jones Industrial Average ETF Trust, an estimated $2.99M trimmed.

  • Stelac Advisory Services's largest Q3 2015 buy was Sociedad Química y Minera de Chile: 161,239 shares worth $2.28M.
  • Stelac Advisory Services added most to State Street SPDR S&P 500 ETF Trust in Q3 2015, an estimated $14.6M increase.
  • Stelac Advisory Services's biggest Q3 2015 reduction was State Street SPDR Dow Jones Industrial Average ETF Trust, cutting an estimated $2.99M.
  • Stelac Advisory Services fully exited iShares MSCI Turkey ETF in Q3 2015, selling an estimated $115K.
  • Stelac Advisory Services's ten largest holdings make up 81% of its $362M portfolio in Q3 2015.
  • Stelac Advisory Services opened 9 new positions and closed 2 in Q3 2015.
  • Stelac Advisory Services's portfolio value fell 5.4% quarter-over-quarter to $362M.

Based on Stelac Advisory Services's 13F filing for Q3 2015, filed 12 Nov 2015.