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
$438M
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.6M
3
+$11.1M
4
AMD icon
Advanced Micro Devices
AMD
+$11.1M
5
DIS icon
Walt Disney
DIS
+$10.9M

Top Sells

1
+$1.67M
2
+$1.04M
3
+$1.04M
4
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$979K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$681K

Sector Composition

1 Technology 10.73%
2 Financials 10.59%
3 Consumer Discretionary 9.46%
4 Communication Services 9.4%
5 Real Estate 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.43M 1.01%
40,939
+6,585
27
$4.3M 0.98%
80,637
+485
28
$3.82M 0.87%
37,554
+2,429
29
$3.52M 0.8%
15,555
-387
30
$3.36M 0.77%
28,821
+2,302
31
$3.12M 0.71%
51,581
-11,252
32
$2.89M 0.66%
103,350
+63,408
33
$2.57M 0.59%
47,850
+2,100
34
$2.46M 0.56%
25,338
+68
35
$2.45M 0.56%
124,701
36
$2.42M 0.55%
46,875
+2,554
37
$2.4M 0.55%
75,937
-17,444
38
$2.33M 0.53%
62,450
+3,197
39
$2.24M 0.51%
5,687
+1,952
40
$2.15M 0.49%
14,231
+3,693
41
$2.09M 0.48%
40,492
-938
42
$2.06M 0.47%
34,699
-127
43
$2.04M 0.47%
43,970
+480
44
$2.03M 0.46%
31,902
+585
45
$1.99M 0.45%
7,330
-276
46
$1.92M 0.44%
7,786
47
$1.9M 0.43%
7,835
-560
48
$1.9M 0.43%
8,110
+4,869
49
$1.89M 0.43%
22,429
+1,610
50
$1.89M 0.43%
41,585
+6,355
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