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
$369M
AUM Growth
-$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.06M
3
+$1.2M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.03M
5
HD icon
Home Depot
HD
+$967K

Top Sells

1
+$3.55M
2
+$2.82M
3
+$1.71M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.62M
5
ABNB icon
Airbnb
ABNB
+$1.42M

Sector Composition

1 Technology 11.97%
2 Communication Services 10.9%
3 Consumer Discretionary 6.61%
4 Financials 5.72%
5 Real Estate 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$670K 0.18%
6,539
+555
77
$631K 0.17%
6,898
-631
78
$615K 0.17%
7,440
79
$612K 0.17%
5,568
+360
80
$610K 0.17%
7,398
+457
81
$583K 0.16%
7,415
82
$575K 0.16%
6,057
-166
83
$561K 0.15%
15,057
+846
84
$560K 0.15%
6,945
-1,151
85
$551K 0.15%
5,613
+345
86
$550K 0.15%
3,488
+192
87
$548K 0.15%
11,414
+484
88
$530K 0.14%
4,101
-94
89
$526K 0.14%
13,331
+1,004
90
$522K 0.14%
6,070
+559
91
$514K 0.14%
12,322
-1,134
92
$494K 0.13%
7,915
-415
93
$494K 0.13%
3,843
+324
94
$493K 0.13%
2,146
+126
95
$491K 0.13%
8,632
+559
96
$489K 0.13%
4,268
+1,069
97
$488K 0.13%
3,525
-553
98
$480K 0.13%
+2,074
99
$474K 0.13%
3,225
100
$466K 0.13%
66,234
2 3
4
5 6