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
$141M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$738K
3
+$670K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$599K
5
IAU icon
iShares Gold Trust
IAU
+$484K

Top Sells

1
+$3.06M
2
+$767K
3
+$611K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$384K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$279K

Sector Composition

1 Financials 4.01%
2 Consumer Staples 2.47%
3 Technology 2.09%
4 Healthcare 1.87%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.78%
12,047
+7,347
27
$985K 0.7%
17,320
+10,540
28
$752K 0.53%
9,060
+1,560
29
$707K 0.5%
34,306
+957
30
$683K 0.49%
8,776
+425
31
$678K 0.48%
9,677
+3,243
32
$587K 0.42%
3,877
33
$560K 0.4%
34,340
+1,793
34
$550K 0.39%
3,083
+2,258
35
$484K 0.34%
7,415
36
$484K 0.34%
+17,165
37
$483K 0.34%
+3,472
38
$453K 0.32%
3,576
39
$445K 0.32%
17,415
+645
40
$432K 0.31%
11,423
+430
41
$387K 0.27%
4,360
+423
42
$384K 0.27%
1,408
43
$368K 0.26%
13,688
+588
44
$356K 0.25%
10,611
45
$346K 0.25%
18,552
+2,350
46
$339K 0.24%
12,641
+559
47
$337K 0.24%
7,384
48
$336K 0.24%
6,864
49
$302K 0.21%
+1,110
50
$301K 0.21%
+1,590
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