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
$213M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.8M
3
+$4.31M
4
LULU icon
lululemon athletica
LULU
+$2.87M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.79M

Top Sells

1
+$6.1M
2
+$4.81M
3
+$4.8M
4
V icon
Visa
V
+$4.47M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.43M

Sector Composition

1 Technology 15.17%
2 Communication Services 12.34%
3 Real Estate 9.01%
4 Healthcare 4.46%
5 Financials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202K 0.09%
427
77
$192K 0.09%
923
-289
78
$190K 0.09%
1,639
79
$188K 0.09%
5,922
80
$170K 0.08%
5,980
81
$168K 0.08%
2,907
82
$165K 0.08%
66,894
83
$158K 0.07%
1,072
84
$150K 0.07%
2,439
85
$149K 0.07%
310
+28
86
$147K 0.07%
+1,311
87
$138K 0.07%
+1,376
88
$138K 0.06%
881
89
$138K 0.06%
670
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90
$136K 0.06%
2,996
91
$134K 0.06%
+1,022
92
$132K 0.06%
5,850
93
$132K 0.06%
5,510
-158
94
$129K 0.06%
707
95
$127K 0.06%
9,124
96
$126K 0.06%
+740
97
$119K 0.06%
+2,543
98
$118K 0.06%
979
99
$117K 0.06%
+3,220
100
$116K 0.05%
4,199
1 2 3
4
5