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
$183M
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.03M
3
+$1.82M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$1.25M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.08M

Top Sells

1
+$6.33M
2
+$4.4M
3
+$2.37M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$1.7M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.31M

Sector Composition

1 Real Estate 13.44%
2 Communication Services 9.4%
3 Technology 9.04%
4 Financials 4.08%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$222K 0.12%
2,418
77
$210K 0.11%
5,520
78
$203K 0.11%
8,341
79
$202K 0.11%
2,792
80
$190K 0.1%
2,570
+957
81
$173K 0.09%
2,551
82
$170K 0.09%
2,467
83
$169K 0.09%
+1,660
84
$164K 0.09%
6,473
85
$159K 0.09%
12,200
86
$151K 0.08%
923
87
$146K 0.08%
5,922
88
$144K 0.08%
2,907
89
$143K 0.08%
1,451
90
$138K 0.08%
1,072
+220
91
$136K 0.07%
2,439
92
$130K 0.07%
5,850
93
$124K 0.07%
9,124
94
$122K 0.07%
2,996
95
$116K 0.06%
66,894
96
$112K 0.06%
282
97
$110K 0.06%
+2,600
98
$105K 0.06%
615
99
$105K 0.06%
4,199
100
$103K 0.06%
1,653
2 3
4
5 6