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
$249M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.93M
3
+$2.87M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$2.78M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$2.67M

Top Sells

1
+$6.8M
2
+$3.68M
3
+$3.33M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.08M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.01M

Sector Composition

1 Technology 10.75%
2 Real Estate 5.7%
3 Consumer Discretionary 5.65%
4 Communication Services 5.32%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.42M 1.37%
67,646
27
$3.12M 1.25%
34,243
-1,914
28
$3.09M 1.24%
147,730
+92,355
29
$3.06M 1.23%
10,922
-24,270
30
$2.93M 1.18%
+73,842
31
$2.48M 1%
43,380
-650
32
$2.45M 0.98%
52,381
-2,134
33
$2.27M 0.91%
50,255
-3,095
34
$2.23M 0.9%
44,619
-3,790
35
$2.19M 0.88%
115,682
36
$2.15M 0.87%
22,106
-2,260
37
$1.89M 0.76%
8,043
-483
38
$1.75M 0.7%
34,304
39
$1.71M 0.69%
41,027
-2,650
40
$1.6M 0.64%
5,200
-961
41
$1.59M 0.64%
78,678
-7,961
42
$1.51M 0.61%
68,207
-8,206
43
$1.48M 0.6%
44,008
-645
44
$1.12M 0.45%
5,695
+2,618
45
$960K 0.39%
28,980
-1,051
46
$959K 0.39%
1,765
+1,207
47
$899K 0.36%
12,384
-260
48
$858K 0.34%
7,365
-513
49
$766K 0.31%
+1,492
50
$756K 0.3%
14,889
+9,531
1
2
3 4 5