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
$369M
AUM Growth
-$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.06M
3
+$1.2M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.03M
5
HD icon
Home Depot
HD
+$967K

Top Sells

1
+$3.55M
2
+$2.82M
3
+$1.71M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.62M
5
ABNB icon
Airbnb
ABNB
+$1.42M

Sector Composition

1 Technology 11.97%
2 Communication Services 10.9%
3 Consumer Discretionary 6.61%
4 Financials 5.72%
5 Real Estate 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.6M 1.24%
10,529
+4,722
27
$4.59M 1.24%
39,621
+2,418
28
$4.58M 1.24%
68,378
+3,100
29
$4.49M 1.21%
36,586
+6,700
30
$4.11M 1.11%
38,215
-952
31
$3.94M 1.07%
73,170
-16,276
32
$3.33M 0.9%
20,434
+6,321
33
$3.06M 0.83%
54,005
+4,835
34
$2.84M 0.77%
47,955
-1,674
35
$2.35M 0.64%
61,137
+1,675
36
$2.31M 0.63%
40,492
37
$2.25M 0.61%
47,090
+293
38
$2.22M 0.6%
124,701
39
$2.19M 0.59%
46,075
+5,039
40
$2.05M 0.56%
7,695
+137
41
$1.88M 0.51%
72,703
+16,010
42
$1.75M 0.48%
34,577
+2,851
43
$1.56M 0.42%
4,286
+1,250
44
$1.42M 0.38%
64,205
+12,204
45
$1.28M 0.35%
4,777
+349
46
$1.27M 0.34%
3,600
+106
47
$1.24M 0.34%
30,031
-10,628
48
$1.23M 0.33%
2,967
+2,328
49
$1.17M 0.32%
6,447
-126
50
$1.15M 0.31%
1,730
+116
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2
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