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
$249M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.93M
3
+$2.87M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$2.78M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$2.67M

Top Sells

1
+$6.8M
2
+$3.68M
3
+$3.33M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.08M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.01M

Sector Composition

1 Technology 10.75%
2 Real Estate 5.7%
3 Consumer Discretionary 5.65%
4 Communication Services 5.32%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$752K 0.3%
10,213
-1,801
52
$737K 0.3%
22,906
+15,662
53
$689K 0.28%
8,078
-1,163
54
$688K 0.28%
1,447
+931
55
$653K 0.26%
14,761
-4,198
56
$627K 0.25%
+11,254
57
$618K 0.25%
538
+370
58
$611K 0.25%
6,591
+4,518
59
$590K 0.24%
7,666
+4,914
60
$581K 0.23%
5,432
+3,465
61
$573K 0.23%
5,804
+3,614
62
$565K 0.23%
2,144
+1,410
63
$565K 0.23%
13,250
+8,610
64
$564K 0.23%
7,900
-340
65
$559K 0.22%
14,562
+8,857
66
$559K 0.22%
4,364
+2,426
67
$554K 0.22%
11,294
-531
68
$551K 0.22%
3,152
+2,231
69
$551K 0.22%
2,583
+1,738
70
$547K 0.22%
1,809
+1,041
71
$541K 0.22%
5,296
+3,697
72
$540K 0.22%
2,716
+1,857
73
$534K 0.21%
12,528
+8,523
74
$531K 0.21%
4,158
+3,018
75
$529K 0.21%
4,840
-160
1 2
3
4 5