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
$183M
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.03M
3
+$1.82M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$1.25M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.08M

Top Sells

1
+$6.33M
2
+$4.4M
3
+$2.37M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$1.7M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.31M

Sector Composition

1 Real Estate 13.44%
2 Communication Services 9.4%
3 Technology 9.04%
4 Financials 4.08%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$724K 0.39%
5,460
-5,735
52
$658K 0.36%
2,756
-2,365
53
$610K 0.33%
12,326
54
$604K 0.33%
1,676
-468
55
$570K 0.31%
1,874
+382
56
$559K 0.3%
6,474
57
$542K 0.3%
13,892
58
$510K 0.28%
7,415
59
$508K 0.28%
16,805
60
$494K 0.27%
+7,700
61
$445K 0.24%
3,225
62
$403K 0.22%
8,233
63
$384K 0.21%
+22,420
64
$359K 0.2%
4,782
65
$344K 0.19%
+854
66
$340K 0.19%
1,930
+186
67
$330K 0.18%
3,146
68
$329K 0.18%
3,487
69
$305K 0.17%
3,702
70
$276K 0.15%
+2,838
71
$270K 0.15%
2,382
+850
72
$266K 0.15%
5,800
-11,490
73
$255K 0.14%
2,720
74
$244K 0.13%
1,780
75
$226K 0.12%
1,425
-81
1 2
3
4 5