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
$258M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.4M
3
+$4.06M
4
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$2.71M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.24M

Top Sells

1
+$9.41M
2
+$4.51M
3
+$3.41M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.55M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.48M

Sector Composition

1 Real Estate 6.31%
2 Financials 4.56%
3 Consumer Discretionary 2.09%
4 Consumer Staples 2.04%
5 Technology 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 0.92%
26,184
-7,812
27
$2.24M 0.87%
12,569
+6,671
28
$1.99M 0.77%
10,342
+2,526
29
$1.98M 0.77%
6,985
+2,034
30
$1.88M 0.73%
72,668
-13,593
31
$1.63M 0.63%
17,106
+3,259
32
$1.62M 0.63%
27,652
+9,015
33
$1.53M 0.59%
15,272
+4,805
34
$1.42M 0.55%
13,924
-1,000
35
$1.36M 0.53%
19,160
+280
36
$1.19M 0.46%
23,824
+5,876
37
$1.16M 0.45%
23,598
38
$1.15M 0.45%
20,362
-11,811
39
$1.1M 0.43%
54,520
-33,119
40
$1.07M 0.42%
19,013
+805
41
$1.07M 0.41%
11,359
+899
42
$1M 0.39%
4,919
+47
43
$993K 0.39%
21,292
44
$986K 0.38%
35,323
+9,115
45
$961K 0.37%
24,219
+4,884
46
$894K 0.35%
28,948
+7,866
47
$786K 0.3%
51,783
+942
48
$732K 0.28%
54,398
-10,340
49
$686K 0.27%
24,519
+16,819
50
$636K 0.25%
+5,706
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