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
$208M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$395K
2
+$351K
3
+$320K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$302K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$278K

Top Sells

1
+$22.1K

Sector Composition

1 Financials 1.47%
2 Consumer Staples 1.44%
3 Technology 0.95%
4 Communication Services 0.85%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$705K 0.34%
4,567
27
$688K 0.33%
10,382
28
$680K 0.33%
14,423
29
$680K 0.33%
5,077
30
$634K 0.31%
12,140
31
$553K 0.27%
14,646
-586
32
$503K 0.24%
43,502
33
$436K 0.21%
7,415
34
$395K 0.19%
+10,045
35
$389K 0.19%
4,700
36
$371K 0.18%
24,136
37
$366K 0.18%
24,278
+8,049
38
$355K 0.17%
1,940
39
$355K 0.17%
2,753
40
$351K 0.17%
+4,183
41
$339K 0.16%
2,585
42
$325K 0.16%
9,755
43
$324K 0.16%
1,408
44
$322K 0.16%
7,384
45
$314K 0.15%
748
46
$302K 0.15%
12,811
+4,776
47
$302K 0.15%
+5,434
48
$294K 0.14%
5,680
49
$285K 0.14%
6,139
50
$256K 0.12%
14,000
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