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
$238M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$6.1M
3
+$1.34M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.32M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$655K

Top Sells

1
+$888K
2
+$847K
3
+$603K
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$522K
5
MSFT icon
Microsoft
MSFT
+$484K

Sector Composition

1 Technology 14.94%
2 Communication Services 11.32%
3 Real Estate 6.66%
4 Healthcare 4.49%
5 Financials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$209K 0.09%
923
77
$208K 0.09%
10,000
78
$205K 0.09%
18,800
79
$200K 0.08%
427
80
$189K 0.08%
1,639
81
$183K 0.08%
5,922
82
$177K 0.07%
1,211
+139
83
$166K 0.07%
2,907
84
$163K 0.07%
5,980
85
$156K 0.07%
2,439
86
$155K 0.06%
1,311
87
$145K 0.06%
1,376
88
$137K 0.06%
6,809
89
$137K 0.06%
310
90
$134K 0.06%
881
91
$131K 0.05%
5,510
92
$130K 0.05%
707
93
$127K 0.05%
1,022
94
$125K 0.05%
2,996
95
$116K 0.05%
979
96
$114K 0.05%
3,220
97
$113K 0.05%
5,850
98
$112K 0.05%
4,979
99
$111K 0.05%
66,894
100
$111K 0.05%
9,124
1 2 3
4
5