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
$131M
AUM Growth
-$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$7.22M
2 +$6.71M
3 +$3.8M
4
TLRY icon
Tilray
TLRY
+$3M
5
RSPU icon
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
+$1.88M

Top Sells

1 +$25.8M
2 +$18.7M
3 +$10.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.57M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.43M

Sector Composition

1 Financials 2.81%
2 Healthcare 2.51%
3 Consumer Staples 2.1%
4 Energy 0.92%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$123K 0.09%
+400
77
$122K 0.09%
2,040
-3,394
78
$122K 0.09%
+20,162
79
$118K 0.09%
952
-209
80
$117K 0.09%
+700
81
$104K 0.08%
+4,050
82
$104K 0.08%
+1,335
83
-1,830
84
-4,579
85
-3,449
86
-1,297
87
-2,521
88
-3,164
89
-3,037
90
-1,755
91
-2,818
92
-1,868
93
-1,480
94
-1,901
95
-1,805
96
-6,500
97
-4,100
98
-3,778
99
-2,520
100
-23,533