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
$319M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$17.7M
3
+$5.55M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.14M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$2.15M

Top Sells

1
+$3.15M
2
+$2.47M
3
+$702K
4
BX icon
Blackstone
BX
+$665K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$658K

Sector Composition

1 Healthcare 0.94%
2 Real Estate 0.54%
3 Financials 0.52%
4 Consumer Discretionary 0.38%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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79
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80
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-37,505
81
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-4,278
82
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-14,248
83
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-1,643
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4