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
$141M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$738K
3
+$670K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$599K
5
IAU icon
iShares Gold Trust
IAU
+$484K

Top Sells

1
+$3.06M
2
+$767K
3
+$611K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$384K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$279K

Sector Composition

1 Financials 4.01%
2 Consumer Staples 2.47%
3 Technology 2.09%
4 Healthcare 1.87%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$169K 0.12%
+1,959
77
$167K 0.12%
+603
78
$167K 0.12%
+1,111
79
$166K 0.12%
+1,297
80
$158K 0.11%
+2,230
81
$157K 0.11%
+937
82
$157K 0.11%
+1,200
83
$156K 0.11%
5,627
+379
84
$148K 0.11%
+2,620
85
$146K 0.1%
+3,135
86
$146K 0.1%
9,078
+33
87
$145K 0.1%
3,356
+7
88
$143K 0.1%
6,826
89
$142K 0.1%
+1,935
90
$141K 0.1%
2,174
+134
91
$140K 0.1%
10,436
92
$136K 0.1%
+3,977
93
$135K 0.1%
+356
94
$128K 0.09%
+2,583
95
$127K 0.09%
2,001
96
$125K 0.09%
+589
97
$124K 0.09%
9,149
98
$123K 0.09%
+954
99
$121K 0.09%
1,024
+72
100
$117K 0.08%
700
1 2 3
4
5