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
$333M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$2.67M
3 +$1.43M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M
5
F icon
Ford
F
+$1.01M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$336K 0.1%
+6,139
52
$332K 0.1%
+14,906
53
$326K 0.1%
+18,545
54
$324K 0.1%
3,748
+1,282
55
$272K 0.08%
4,836
+2,998
56
$249K 0.07%
2,801
57
$239K 0.07%
17,568
+5,719
58
$235K 0.07%
3,158
+1,125
59
$226K 0.07%
25,031
+7,026
60
$223K 0.07%
+1,385
61
$198K 0.06%
+5,675
62
$188K 0.06%
600
63
$186K 0.06%
+1,438
64
$186K 0.06%
7,390
65
$158K 0.05%
+8,371
66
$156K 0.05%
9,252
+3,418
67
$152K 0.05%
+892
68
$150K 0.05%
+5,690
69
$145K 0.04%
+6,145
70
$132K 0.04%
4,099
-210
71
$131K 0.04%
+2,720
72
$126K 0.04%
+2,580
73
$124K 0.04%
+6,061
74
$119K 0.04%
+5,855
75
$117K 0.04%
+3,875