SAS
Stelac Advisory Services Portfolio holdings
AUM
$263M
This Quarter Return
-6.13%
1 Year Return
+15.84%
3 Year Return
+61.45%
5 Year Return
+96.46%
10 Year Return
+139.05%
AUM
$220M
AUM Growth
+$220M
(-12%)
Cap. Flow
-$12M
Cap. Flow
% of AUM
-5.48%
Top 10 Holdings %
Top 10 Hldgs %
38.43%
Holding
172
New
4
Increased
28
Reduced
16
Closed
14
Top Buys
| 1 |
Salesforce
CRM
|
$1.88M |
| 2 |
Arthur J. Gallagher & Co
AJG
|
$616K |
| 3 |
Amazon
AMZN
|
$549K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$417K |
| 5 |
McKesson
MCK
|
$415K |
Top Sells
| 1 |
SPDR S&P Homebuilders ETF
XHB
|
$9.16M |
| 2 |
Advanced Micro Devices
AMD
|
$4.67M |
| 3 |
Church & Dwight Co
CHD
|
$611K |
| 4 |
Nike
NKE
|
$541K |
| 5 |
Sherwin-Williams
SHW
|
$468K |
Sector Composition
| 1 | Technology | 10.16% |
| 2 | Consumer Discretionary | 5.91% |
| 3 | Real Estate | 5.58% |
| 4 | Communication Services | 5.37% |
| 5 | Financials | 4.77% |
