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
$213M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.8M
3
+$4.31M
4
LULU icon
lululemon athletica
LULU
+$2.87M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.79M

Top Sells

1
+$6.1M
2
+$4.81M
3
+$4.8M
4
V icon
Visa
V
+$4.47M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.43M

Sector Composition

1 Technology 15.17%
2 Communication Services 12.34%
3 Real Estate 9.01%
4 Healthcare 4.46%
5 Financials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$585K 0.27%
13,892
52
$522K 0.24%
7,700
53
$493K 0.23%
2,345
+245
54
$476K 0.22%
10,520
55
$468K 0.22%
4,231
+699
56
$409K 0.19%
21,900
-520
57
$376K 0.18%
1,391
58
$369K 0.17%
26,379
-344,381
59
$324K 0.15%
5,520
60
$322K 0.15%
1,425
61
$310K 0.15%
12,200
62
$294K 0.14%
1,780
63
$292K 0.14%
3,764
+709
64
$268K 0.13%
9,627
-172,409
65
$248K 0.12%
8,341
66
$241K 0.11%
+3,180
67
$232K 0.11%
+5,200
68
$230K 0.11%
+14,600
69
$229K 0.11%
+5,500
70
$222K 0.1%
+7,600
71
$217K 0.1%
+3,400
72
$215K 0.1%
+18,800
73
$214K 0.1%
+4,000
74
$208K 0.1%
+10,000
75
$202K 0.09%
2,551
1 2
3
4 5