SAS

Stelac Advisory Services Portfolio holdings

AUM $289M
1-Year Est. Return 20.41%
This Quarter Est. Return
1 Year Est. Return
+20.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.27M
3
+$1.35M
4
JPM icon
JPMorgan Chase
JPM
+$723K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$574K

Top Sells

1
+$5.45M
2
+$4.35M
3
+$2.21M
4
NVDA icon
NVIDIA
NVDA
+$1.69M
5
MSFT icon
Microsoft
MSFT
+$987K

Sector Composition

1 Technology 14.63%
2 Communication Services 8.65%
3 Real Estate 7.8%
4 Financials 3.92%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$690K 0.28%
9,912
52
$686K 0.28%
6,561
-2,250
53
$665K 0.27%
12,200
54
$644K 0.27%
3,227
-215
55
$608K 0.25%
26,437
56
$606K 0.25%
7,415
57
$562K 0.23%
13,892
58
$560K 0.23%
10,963
-1,950
59
$470K 0.19%
5,967
+2,203
60
$404K 0.17%
1,401
61
$368K 0.15%
1,391
62
$354K 0.15%
4,171
+1,620
63
$347K 0.14%
12,602
+2,975
64
$331K 0.14%
10,255
+1,914
65
$310K 0.13%
3,136
66
$298K 0.12%
+6,427
67
$285K 0.12%
7,712
+4,492
68
$276K 0.11%
9,697
+3,755
69
$266K 0.11%
1,028
+266
70
$252K 0.1%
1,613
-14,123
71
$223K 0.09%
636
-1,488
72
$213K 0.09%
740
73
$213K 0.09%
1,780
74
$211K 0.09%
7,754
+1,774
75
$196K 0.08%
+2,561
1 2
3
4 5