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
$438M
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.6M
3
+$11.1M
4
AMD icon
Advanced Micro Devices
AMD
+$11.1M
5
DIS icon
Walt Disney
DIS
+$10.9M

Top Sells

1
+$1.67M
2
+$1.04M
3
+$1.04M
4
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$979K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$681K

Sector Composition

1 Technology 10.73%
2 Financials 10.59%
3 Consumer Discretionary 9.46%
4 Communication Services 9.4%
5 Real Estate 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.23%
15,588
+3,351
77
$1.01M 0.23%
8,240
-620
78
$1M 0.23%
16,573
-416
79
$990K 0.23%
82,024
-5,078
80
$989K 0.23%
11,232
+3,614
81
$987K 0.23%
16,910
+869
82
$977K 0.22%
4,452
+978
83
$952K 0.22%
1,888
+1,303
84
$951K 0.22%
19,092
-1,431
85
$945K 0.22%
3,469
+2,773
86
$940K 0.21%
1,074
-30
87
$927K 0.21%
5,660
-979
88
$918K 0.21%
8,167
+2,709
89
$874K 0.2%
2,534
+1,087
90
$854K 0.19%
10,320
+5,718
91
$802K 0.18%
58,903
-1,752
92
$791K 0.18%
18,281
-2,767
93
$788K 0.18%
+4,212
94
$780K 0.18%
12,800
-595
95
$778K 0.18%
+43,304
96
$757K 0.17%
8,643
-1,767
97
$754K 0.17%
3,087
+76
98
$754K 0.17%
41,384
99
$751K 0.17%
3,276
+110
100
$747K 0.17%
12,896
-1,633
2 3
4
5 6