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
$186M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$916K
3
+$876K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$694K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$462K

Top Sells

1
+$5.14M
2
+$4M
3
+$2M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.99M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$1.56M

Sector Composition

1 Real Estate 13.67%
2 Technology 10.48%
3 Communication Services 9.93%
4 Financials 6.2%
5 Consumer Discretionary 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.02%
9,814
-2,586
27
$1.82M 0.98%
45,208
+1,022
28
$1.73M 0.93%
19,538
-3,244
29
$1.69M 0.91%
30,525
+1,510
30
$1.68M 0.9%
53,538
-15,322
31
$1.62M 0.87%
29,224
+8,335
32
$1.6M 0.86%
36,844
+1,455
33
$1.43M 0.77%
34,976
-2,819
34
$1.36M 0.73%
35,176
+1,973
35
$1.14M 0.61%
21,938
+3,748
36
$1.1M 0.59%
11,715
-3,482
37
$1.09M 0.59%
47,319
-3,655
38
$1.09M 0.59%
51,438
+1,275
39
$1.05M 0.57%
20,511
+2,981
40
$1M 0.54%
19,852
+1,057
41
$857K 0.46%
2,093
+417
42
$721K 0.39%
4,760
-700
43
$698K 0.38%
9,021
+4,239
44
$619K 0.33%
11,344
-10,824
45
$592K 0.32%
13,892
46
$584K 0.31%
16,805
47
$569K 0.31%
1,608
-266
48
$559K 0.3%
7,415
49
$540K 0.29%
10,520
-1,806
50
$513K 0.28%
7,700
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2
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