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
$293M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$5.03M
3
+$3.75M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M
5
PSTH
Pershing Square Tontine Holdings, Ltd.
PSTH
+$1.33M

Top Sells

1
+$13.3M
2
+$3.23M
3
+$2.13M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.8M
5
BUD icon
AB InBev
BUD
+$1.16M

Sector Composition

1 Financials 6.7%
2 Real Estate 6.59%
3 Consumer Discretionary 2.92%
4 Technology 2.71%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$636K 0.22%
84,620
+39,632
77
$633K 0.22%
6,907
+1,668
78
$626K 0.21%
11,623
+3,566
79
$624K 0.21%
15,421
+7,088
80
$609K 0.21%
3,699
+1,079
81
$578K 0.2%
24,007
+5,135
82
$572K 0.2%
12,171
+4,442
83
$566K 0.19%
+15,531
84
$563K 0.19%
8,972
85
$518K 0.18%
6,255
+4,068
86
$508K 0.17%
3,397
-865
87
$499K 0.17%
5,953
+3,801
88
$472K 0.16%
7,415
89
$463K 0.16%
3,685
+200
90
$460K 0.16%
+6,403
91
$448K 0.15%
8,133
+4,205
92
$440K 0.15%
12,156
+2,146
93
$436K 0.15%
1,137
+238
94
$434K 0.15%
12,835
95
$390K 0.13%
14,151
+5,104
96
$386K 0.13%
8,918
+300
97
$380K 0.13%
2,145
+520
98
$372K 0.13%
2,941
-502
99
$367K 0.13%
+8,328
100
$341K 0.12%
11,940
+2,889
2 3
4
5 6