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
$230M
AUM Growth
+$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$5.85M
3
+$938K
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$659K
5
AZN icon
AstraZeneca
AZN
+$602K

Top Sells

1
+$8.78M
2
+$5.86M
3
+$1.17M
4
MBB icon
iShares MBS ETF
MBB
+$1.07M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.03M

Sector Composition

1 Technology 9.44%
2 Real Estate 8.85%
3 Communication Services 6.66%
4 Financials 5.38%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$733K 0.32%
3,829
52
$697K 0.3%
13,324
+3,117
53
$686K 0.3%
1,226
54
$685K 0.3%
6,974
-24
55
$675K 0.29%
5,496
+110
56
$666K 0.29%
41,174
57
$663K 0.29%
5,432
58
$663K 0.29%
30,730
+11,265
59
$663K 0.29%
17,042
+962
60
$648K 0.28%
12,859
-23,193
61
$630K 0.27%
412
-162
62
$616K 0.27%
7,940
+340
63
$611K 0.27%
7,616
+3,233
64
$602K 0.26%
+8,678
65
$601K 0.26%
5,775
+648
66
$599K 0.26%
14,761
67
$598K 0.26%
12,249
+1,919
68
$594K 0.26%
6,105
+145
69
$594K 0.26%
6,406
+2,457
70
$591K 0.26%
14,443
-3,502
71
$583K 0.25%
14,562
72
$569K 0.25%
3,323
73
$561K 0.24%
4,131
74
$548K 0.24%
2,144
75
$542K 0.24%
3,178
1 2
3
4 5