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
$293M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$5.03M
3
+$3.75M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M
5
PSTH
Pershing Square Tontine Holdings, Ltd.
PSTH
+$1.33M

Top Sells

1
+$13.3M
2
+$3.23M
3
+$2.13M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.8M
5
BUD icon
AB InBev
BUD
+$1.16M

Sector Composition

1 Financials 6.7%
2 Real Estate 6.59%
3 Consumer Discretionary 2.92%
4 Technology 2.71%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$943K 0.32%
63,498
+9,100
52
$918K 0.31%
32,854
+8,335
53
$901K 0.31%
7,259
+1,553
54
$882K 0.3%
25,144
+18,194
55
$848K 0.29%
11,334
+5,238
56
$833K 0.28%
17,915
+5,664
57
$828K 0.28%
9,050
-35,350
58
$805K 0.27%
3,203
+1,075
59
$780K 0.27%
16,041
-5,251
60
$770K 0.26%
3,906
+1,036
61
$747K 0.26%
4,505
+1,658
62
$745K 0.25%
14,116
+2,394
63
$739K 0.25%
10,060
+3,440
64
$725K 0.25%
+10,486
65
$709K 0.24%
23,201
+6,477
66
$709K 0.24%
8,959
+2,497
67
$689K 0.24%
+17,848
68
$688K 0.23%
2,627
+231
69
$662K 0.23%
10,238
+4,590
70
$660K 0.23%
1,172
+238
71
$659K 0.22%
3,294
+971
72
$643K 0.22%
2,314
+286
73
$642K 0.22%
1,809
+528
74
$641K 0.22%
16,463
+10,620
75
$638K 0.22%
51,783
1 2
3
4 5