SAS
Stelac Advisory Services Portfolio holdings
AUM
$263M
This Quarter Return
+3.3%
1 Year Return
+15.84%
3 Year Return
+61.45%
5 Year Return
+96.46%
10 Year Return
+139.05%
AUM
$333M
AUM Growth
+$333M
(+9.5%)
Cap. Flow
+$19.2M
Cap. Flow
% of AUM
5.79%
Top 10 Holdings %
Top 10 Hldgs %
80.86%
Holding
90
New
22
Increased
40
Reduced
7
Closed
9
Top Buys
| 1 |
AB InBev
BUD
|
$2.82M |
| 2 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$2.67M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.43M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.08M |
| 5 |
Ford
F
|
$1.01M |
Top Sells
Sector Composition
| 1 | Healthcare | 1.08% |
| 2 | Consumer Discretionary | 0.9% |
| 3 | Real Estate | 0.87% |
| 4 | Financials | 0.86% |
| 5 | Consumer Staples | 0.85% |
