SAS
Stelac Advisory Services Portfolio holdings
AUM
$263M
This Quarter Return
+10.37%
1 Year Return
+15.84%
3 Year Return
+61.45%
5 Year Return
+96.46%
10 Year Return
+139.05%
AUM
$263M
AUM Growth
+$263M
(+8.5%)
Cap. Flow
+$2.38M
Cap. Flow
% of AUM
0.91%
Top 10 Holdings %
Top 10 Hldgs %
51.93%
Holding
111
New
11
Increased
29
Reduced
29
Closed
7
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$9.63M |
| 2 |
Apollo Global Management
APO
|
$5.5M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
$3.35M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.1M |
| 5 |
Enphase Energy
ENPH
|
$1.61M |
Top Sells
| 1 |
Walt Disney
DIS
|
$6.11M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$5.64M |
| 3 |
Salesforce
CRM
|
$3.42M |
| 4 |
iShares Select Dividend ETF
DVY
|
$1.57M |
| 5 |
lululemon athletica
LULU
|
$963K |
Sector Composition
| 1 | Technology | 16.67% |
| 2 | Real Estate | 6.77% |
| 3 | Communication Services | 6.49% |
| 4 | Financials | 5.62% |
| 5 | Healthcare | 3.02% |
