SAS

Stelac Advisory Services Portfolio holdings

AUM $289M
1-Year Est. Return 20.41%
This Quarter Est. Return
1 Year Est. Return
+20.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.27M
3
+$1.35M
4
JPM icon
JPMorgan Chase
JPM
+$723K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$574K

Top Sells

1
+$5.45M
2
+$4.35M
3
+$2.21M
4
NVDA icon
NVIDIA
NVDA
+$1.69M
5
MSFT icon
Microsoft
MSFT
+$987K

Sector Composition

1 Technology 14.63%
2 Communication Services 8.65%
3 Real Estate 7.8%
4 Financials 3.92%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.96M 1.22%
13,533
27
$2.86M 1.18%
49,052
-2,133
28
$2.43M 1%
44,033
+9,930
29
$2.22M 0.91%
47,208
+3,061
30
$2.19M 0.9%
24,151
+2,361
31
$2.12M 0.88%
48,101
+2,660
32
$2.11M 0.87%
71,118
-502
33
$1.95M 0.8%
6,881
-475
34
$1.94M 0.8%
20,716
+915
35
$1.78M 0.73%
43,789
+1,316
36
$1.61M 0.66%
52,358
-1,180
37
$1.48M 0.61%
38,083
+4,295
38
$1.42M 0.59%
68,507
+6,438
39
$1.42M 0.58%
3,019
+191
40
$1.4M 0.58%
6,322
-3,330
41
$1.36M 0.56%
55,932
42
$1.35M 0.56%
+6,545
43
$1.26M 0.52%
23,897
44
$1.04M 0.43%
19,949
45
$1.04M 0.43%
5,455
-301
46
$923K 0.38%
17,097
-1,915
47
$898K 0.37%
5,200
48
$830K 0.34%
3,380
+2,945
49
$822K 0.34%
10,412
+2,301
50
$758K 0.31%
1,316
-273
1
2
3 4 5