SAS

Stelac Advisory Services Portfolio holdings

AUM $283M
1-Year Est. Return 27.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.03%
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
+$251M
2
+$32.6M
3
+$29.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$13.6M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$10.2M

Top Sells

1
+$3.15M
2
+$1.98M
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
1 2 3
4