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
$333M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.67M
3
+$1.43M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M
5
F icon
Ford
F
+$1.01M

Top Sells

1
+$1.66M
2
+$514K
3
+$434K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$319K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$313K

Sector Composition

1 Healthcare 1.08%
2 Consumer Discretionary 0.9%
3 Real Estate 0.87%
4 Financials 0.86%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$113K 0.03%
1,779
-1,130
77
$113K 0.03%
+2,395
78
$107K 0.03%
+2,200
79
$106K 0.03%
1,976
80
$106K 0.03%
+8,404
81
$104K 0.03%
1,699
82
– –
-42,800
83
– –
-3,681
84
– –
-4,000
85
– –
-1,883
86
– –
-2,143
1 2 3
4