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
$207M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.2M
3
+$7.25M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$7.05M
5
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$6.32M

Top Sells

1
+$1.38M
2
+$566K
3
+$469K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$409K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$217K

Sector Composition

1 Real Estate 6.24%
2 Financials 3.57%
3 Consumer Staples 1.97%
4 Technology 1.64%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.7%
32,173
+5,680
27
$1.35M 0.65%
13,880
+5,460
28
$1.25M 0.6%
14,924
+3,964
29
$1.21M 0.58%
13,847
-4,700
30
$1.18M 0.57%
7,816
+5,534
31
$1.17M 0.57%
4,951
-544
32
$1.16M 0.56%
10,492
+9,392
33
$1.04M 0.5%
5,898
+4,822
34
$1.04M 0.5%
+23,598
35
$1.03M 0.5%
18,880
+11,740
36
$1.01M 0.49%
18,637
+14,969
37
$1.01M 0.49%
18,208
+14,434
38
$942K 0.45%
+10,460
39
$927K 0.45%
10,467
+8,162
40
$919K 0.44%
8,794
-13,238
41
$914K 0.44%
21,292
42
$768K 0.37%
4,872
+3,725
43
$708K 0.34%
50,841
+14,008
44
$682K 0.33%
64,738
+28,125
45
$601K 0.29%
17,948
+5,852
46
$598K 0.29%
19,335
+6,204
47
$567K 0.27%
26,208
+8,252
48
$528K 0.25%
9,195
+4,543
49
$518K 0.25%
3,951
+3,159
50
$506K 0.24%
9,300
+4,720
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