SAS
Stelac Advisory Services Portfolio holdings
AUM
$263M
This Quarter Return
+0.59%
1 Year Return
+15.84%
3 Year Return
+61.45%
5 Year Return
+96.46%
10 Year Return
+139.05%
AUM
$256M
AUM Growth
+$256M
(+3.9%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
4.07%
Top 10 Holdings %
Top 10 Hldgs %
50.62%
Holding
114
New
8
Increased
29
Reduced
14
Closed
6
Top Buys
| 1 |
Prologis
PLD
|
$3.12M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.74M |
| 3 |
Enphase Energy
ENPH
|
$1.57M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.29M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$881K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$528K |
| 2 |
iShares MSCI World ETF
URTH
|
$333K |
| 3 |
iShares Bitcoin Trust
IBIT
|
$285K |
| 4 |
iShares MSCI Japan ETF
EWJ
|
$255K |
| 5 |
MPLX
MPLX
|
$245K |
Sector Composition
| 1 | Technology | 16.34% |
| 2 | Communication Services | 11.18% |
| 3 | Real Estate | 7.06% |
| 4 | Healthcare | 3.47% |
| 5 | Consumer Discretionary | 3.45% |
