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
$369M
AUM Growth
-$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.06M
3
+$1.2M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.03M
5
HD icon
Home Depot
HD
+$967K

Top Sells

1
+$3.55M
2
+$2.82M
3
+$1.71M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.62M
5
ABNB icon
Airbnb
ABNB
+$1.42M

Sector Composition

1 Technology 11.97%
2 Communication Services 10.9%
3 Consumer Discretionary 6.61%
4 Financials 5.72%
5 Real Estate 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.31%
2,403
-62
52
$1.08M 0.29%
6,016
+420
53
$1.07M 0.29%
4,932
-1,077
54
$1.03M 0.28%
11,858
+302
55
$1.02M 0.28%
18,959
56
$980K 0.27%
22,404
+1,472
57
$966K 0.26%
8,862
+1,017
58
$960K 0.26%
11,811
-747
59
$950K 0.26%
4,600
+326
60
$937K 0.25%
3,626
-1,475
61
$933K 0.25%
12,980
+3,720
62
$926K 0.25%
1,427
+385
63
$908K 0.25%
535
+39
64
$892K 0.24%
14,069
+3,064
65
$869K 0.24%
5,211
-1,489
66
$785K 0.21%
6,038
-4,703
67
$782K 0.21%
17,567
-4,604
68
$752K 0.2%
8,902
-437
69
$735K 0.2%
1,295
-531
70
$732K 0.2%
4,621
-1,501
71
$721K 0.2%
17,330
+1,098
72
$709K 0.19%
5,895
-1,681
73
$699K 0.19%
3,820
+700
74
$697K 0.19%
1,137
+82
75
$678K 0.18%
13,050
+81
1 2
3
4 5