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
$310M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$2.58M
3
+$1.02M
4
BX icon
Blackstone
BX
+$222K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$209K

Top Sells

1
+$12.8M
2
+$4.58M
3
+$3.26M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.6M
5
IEV icon
iShares Europe ETF
IEV
+$1.56M

Sector Composition

1 Consumer Staples 1.32%
2 Financials 0.74%
3 Real Estate 0.52%
4 Materials 0.14%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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54
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55
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56
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-1,561
57
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-9,285
58
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-8,339
59
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-930
60
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-2,207
61
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-3,287
62
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-8,127
63
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-7,146
1 2
3