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
$293M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$5.03M
3
+$3.75M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M
5
PSTH
Pershing Square Tontine Holdings, Ltd.
PSTH
+$1.33M

Top Sells

1
+$13.3M
2
+$3.23M
3
+$2.13M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.8M
5
BUD icon
AB InBev
BUD
+$1.16M

Sector Composition

1 Financials 6.7%
2 Real Estate 6.59%
3 Consumer Discretionary 2.92%
4 Technology 2.71%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 0.82%
7,842
+857
27
$2.29M 0.78%
10,570
+228
28
$2.27M 0.78%
20,486
-16,264
29
$2.07M 0.71%
39,633
+19,271
30
$1.99M 0.68%
20,799
+3,693
31
$1.78M 0.61%
27,806
+154
32
$1.63M 0.56%
15,440
+168
33
$1.63M 0.56%
66,141
+53,556
34
$1.4M 0.48%
6,635
+1,716
35
$1.38M 0.47%
50,413
-22,255
36
$1.33M 0.45%
+58,600
37
$1.31M 0.45%
17,920
-1,240
38
$1.3M 0.44%
+119,067
39
$1.27M 0.43%
13,213
+1,854
40
$1.26M 0.43%
8,814
+594
41
$1.23M 0.42%
7,784
+4,419
42
$1.22M 0.42%
27,361
+3,537
43
$1.2M 0.41%
29,648
+5,429
44
$1.19M 0.41%
34,781
+5,833
45
$1.13M 0.39%
19,013
46
$1.07M 0.37%
43,552
+8,229
47
$1.06M 0.36%
78,360
+23,000
48
$1.05M 0.36%
9,711
-4,213
49
$1M 0.34%
+19,778
50
$981K 0.33%
45,106
-9,414
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