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
$326M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.49M
3
+$2.4M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.19M
5
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$1M

Top Sells

1
+$7.52M
2
+$2.93M
3
+$2.26M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$475K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$225K

Sector Composition

1 Consumer Staples 1.27%
2 Financials 0.94%
3 Real Estate 0.46%
4 Healthcare 0.12%
5 Materials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$137K 0.04%
+1,983
52
$132K 0.04%
3,740
53
$129K 0.04%
1,561
-2,498
54
$126K 0.04%
1,185
+145
55
$124K 0.04%
+7,146
56
$120K 0.04%
2,143
57
$117K 0.04%
+2,200
58
$115K 0.04%
+4,800
59
$110K 0.03%
+3,287
60
$106K 0.03%
930
1 2
3