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
$438M
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.6M
3
+$11.1M
4
AMD icon
Advanced Micro Devices
AMD
+$11.1M
5
DIS icon
Walt Disney
DIS
+$10.9M

Top Sells

1
+$1.67M
2
+$1.04M
3
+$1.04M
4
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$979K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$681K

Sector Composition

1 Technology 10.73%
2 Financials 10.59%
3 Consumer Discretionary 9.46%
4 Communication Services 9.4%
5 Real Estate 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.85M 0.42%
29,799
+1,796
52
$1.78M 0.41%
+26,235
53
$1.6M 0.37%
46,538
+33,454
54
$1.57M 0.36%
78,640
-10,840
55
$1.54M 0.35%
9,924
+500
56
$1.52M 0.35%
973
+787
57
$1.51M 0.34%
+29,657
58
$1.49M 0.34%
56,603
+23,076
59
$1.33M 0.3%
58,600
60
$1.26M 0.29%
8,182
+4,795
61
$1.26M 0.29%
8,216
-238
62
$1.23M 0.28%
9,445
-368
63
$1.23M 0.28%
4,204
-3
64
$1.22M 0.28%
6,294
+2,209
65
$1.2M 0.27%
25,696
-4,641
66
$1.2M 0.27%
66,234
67
$1.19M 0.27%
11,248
-138
68
$1.19M 0.27%
53,651
+16,964
69
$1.16M 0.26%
55,816
+1,560
70
$1.14M 0.26%
2,869
+1,090
71
$1.13M 0.26%
9,366
+8,145
72
$1.11M 0.25%
7,323
+2,805
73
$1.11M 0.25%
+4,263
74
$1.03M 0.24%
12,143
-575
75
$1.02M 0.23%
+2,835
1 2
3
4 5