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
$247M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.5M
3
+$1.47M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.22M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$980K

Top Sells

1
+$6.1M
2
+$4.23M
3
+$2.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$307K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$209K

Sector Composition

1 Technology 14.86%
2 Communication Services 10.2%
3 Real Estate 7.23%
4 Healthcare 4.22%
5 Consumer Discretionary 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$224K 0.09%
2,551
77
$221K 0.09%
7,600
78
$215K 0.09%
427
79
$213K 0.09%
18,800
80
$209K 0.08%
10,000
81
$191K 0.08%
5,942
+20
82
$189K 0.08%
+724
83
$178K 0.07%
5,980
84
$177K 0.07%
2,907
85
$174K 0.07%
2,439
86
$171K 0.07%
741
-684
87
$161K 0.07%
3,180
88
$159K 0.06%
5,520
89
$153K 0.06%
991
-220
90
$151K 0.06%
310
91
$149K 0.06%
881
92
$141K 0.06%
707
93
$135K 0.05%
2,996
94
$135K 0.05%
4,979
95
$131K 0.05%
5,850
96
$126K 0.05%
979
97
$125K 0.05%
6,809
98
$125K 0.05%
1,584
99
$125K 0.05%
740
100
$122K 0.05%
4,199
1 2 3
4
5