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
$333M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$2.67M
3 +$1.43M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M
5
F icon
Ford
F
+$1.01M

Sector Composition

1 Healthcare 1.08%
2 Consumer Discretionary 0.9%
3 Real Estate 0.87%
4 Financials 0.86%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.05M 0.32%
31,052
+8,538
27
$1.03M 0.31%
9,068
-1,408
28
$1.01M 0.31%
6,853
+3,178
29
$952K 0.29%
11,708
+4,605
30
$950K 0.29%
27,907
+6,069
31
$919K 0.28%
+27,542
32
$872K 0.26%
+5,992
33
$867K 0.26%
10,707
+176
34
$838K 0.25%
7,232
+1,753
35
$809K 0.24%
28,400
36
$713K 0.21%
18,378
37
$644K 0.19%
26,380
+4,071
38
$599K 0.18%
11,739
+2,586
39
$559K 0.17%
10,355
+6,300
40
$553K 0.17%
14,352
+5,012
41
$548K 0.16%
16,674
+8,012
42
$538K 0.16%
+5,463
43
$537K 0.16%
28,005
+11,926
44
$508K 0.15%
7,415
45
$459K 0.14%
30,812
+3,823
46
$441K 0.13%
9,150
+3,087
47
$430K 0.13%
500
+100
48
$388K 0.12%
14,132
+3,434
49
$386K 0.12%
30,171
50
$373K 0.11%
5,019