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
$238M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$6.1M
3
+$1.34M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.32M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$655K

Top Sells

1
+$888K
2
+$847K
3
+$603K
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$522K
5
MSFT icon
Microsoft
MSFT
+$484K

Sector Composition

1 Technology 14.94%
2 Communication Services 11.32%
3 Real Estate 6.66%
4 Healthcare 4.49%
5 Financials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$597K 0.25%
26,437
52
$581K 0.24%
7,415
53
$564K 0.24%
13,892
54
$555K 0.23%
2,114
-48
55
$489K 0.21%
2,411
+66
56
$436K 0.18%
4,086
-145
57
$373K 0.16%
12,200
58
$372K 0.16%
21,900
59
$370K 0.16%
1,391
60
$351K 0.15%
1,425
61
$313K 0.13%
+2,124
62
$304K 0.13%
+3,136
63
$290K 0.12%
3,764
64
$270K 0.11%
1,780
65
$260K 0.11%
1,208
+538
66
$247K 0.1%
8,341
67
$242K 0.1%
9,627
68
$242K 0.1%
5,200
69
$237K 0.1%
14,600
70
$234K 0.1%
5,500
71
$220K 0.09%
7,600
72
$219K 0.09%
3,180
73
$212K 0.09%
4,000
74
$212K 0.09%
5,520
75
$209K 0.09%
2,551
1 2
3
4 5