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
$249M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.93M
3
+$2.87M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$2.78M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$2.67M

Top Sells

1
+$6.8M
2
+$3.68M
3
+$3.33M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.08M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.01M

Sector Composition

1 Technology 10.75%
2 Real Estate 5.7%
3 Consumer Discretionary 5.65%
4 Communication Services 5.32%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$524K 0.21%
8,817
+6,071
77
$518K 0.21%
4,599
+2,963
78
$517K 0.21%
16,606
+10,347
79
$516K 0.21%
7,460
-240
80
$515K 0.21%
4,720
+2,200
81
$492K 0.2%
15,751
+10,353
82
$485K 0.2%
12,383
+8,480
83
$481K 0.19%
5,008
+3,014
84
$474K 0.19%
15,038
+9,872
85
$474K 0.19%
1,150
+784
86
$471K 0.19%
5,561
+3,550
87
$468K 0.19%
2,092
+928
88
$463K 0.19%
7,415
89
$460K 0.18%
22,500
-520
90
$460K 0.18%
27,439
-430
91
$459K 0.18%
+2,486
92
$452K 0.18%
4,895
-45
93
$446K 0.18%
10,450
-250
94
$442K 0.18%
15,111
+10,939
95
$437K 0.18%
8,556
+5,621
96
$431K 0.17%
5,239
+3,443
97
$425K 0.17%
3,225
98
$422K 0.17%
6,723
+4,421
99
$417K 0.17%
871
+399
100
$417K 0.17%
890
+585
2 3
4
5 6