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
$258M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.4M
3
+$4.06M
4
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$2.71M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.24M

Top Sells

1
+$9.41M
2
+$4.51M
3
+$3.41M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.55M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.48M

Sector Composition

1 Real Estate 6.31%
2 Financials 4.56%
3 Consumer Discretionary 2.09%
4 Consumer Staples 2.04%
5 Technology 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$634K 0.25%
8,972
-223
52
$611K 0.24%
4,262
53
$592K 0.23%
8,220
+600
54
$544K 0.21%
11,722
+4,322
55
$544K 0.21%
2,396
+142
56
$526K 0.2%
55,360
+39,760
57
$508K 0.2%
+934
58
$508K 0.2%
2,028
-203
59
$500K 0.19%
+2,870
60
$489K 0.19%
+12,251
61
$484K 0.19%
68,134
+6,234
62
$477K 0.19%
+3,365
63
$477K 0.19%
6,462
+4,500
64
$469K 0.18%
+16,724
65
$468K 0.18%
6,620
-2,680
66
$451K 0.17%
7,415
67
$449K 0.17%
2,323
+682
68
$448K 0.17%
18,872
-1,572
69
$431K 0.17%
+5,239
70
$412K 0.16%
906
71
$399K 0.15%
+2,128
72
$398K 0.15%
+7,729
73
$388K 0.15%
+1,281
74
$386K 0.15%
+5,648
75
$385K 0.15%
+2,847
1 2
3
4 5