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
$373M
AUM Growth
-$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$3.59M
3
+$715K
4
URA icon
Global X Uranium ETF
URA
+$505K
5
VITL icon
Vital Farms
VITL
+$431K

Top Sells

1
+$9.39M
2
+$3.56M
3
+$3.18M
4
TSLA icon
Tesla
TSLA
+$1.86M
5
BX icon
Blackstone
BX
+$1.8M

Sector Composition

1 Communication Services 11.36%
2 Technology 10.86%
3 Consumer Discretionary 8.65%
4 Financials 7.42%
5 Real Estate 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.24M 1.14%
39,167
-1,772
27
$4.2M 1.13%
80,637
28
$3.79M 1.02%
37,203
-351
29
$3.43M 0.92%
29,886
+1,065
30
$2.98M 0.8%
49,629
-1,952
31
$2.59M 0.69%
49,170
+1,320
32
$2.29M 0.61%
5,807
+120
33
$2.28M 0.61%
46,797
-78
34
$2.27M 0.61%
124,701
35
$2.16M 0.58%
59,462
-2,988
36
$2.16M 0.58%
8,343
-7,212
37
$2.11M 0.57%
14,113
-118
38
$2.08M 0.56%
40,492
39
$1.88M 0.51%
41,036
-549
40
$1.87M 0.5%
7,558
-228
41
$1.73M 0.47%
10,332
+2,116
42
$1.61M 0.43%
31,726
+2,069
43
$1.49M 0.4%
56,693
+90
44
$1.45M 0.39%
40,659
-5,879
45
$1.34M 0.36%
6,009
-2,101
46
$1.3M 0.35%
10,741
-507
47
$1.25M 0.34%
747
-226
48
$1.2M 0.32%
50,558
-52,792
49
$1.17M 0.31%
4,428
+165
50
$1.15M 0.31%
52,001
-1,650
1
2
3 4 5