SAS

Stelac Advisory Services Portfolio holdings

AUM $289M
1-Year Est. Return 20.41%
This Quarter Est. Return
1 Year Est. Return
+20.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.27M
3
+$1.35M
4
JPM icon
JPMorgan Chase
JPM
+$723K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$574K

Top Sells

1
+$5.45M
2
+$4.35M
3
+$2.21M
4
NVDA icon
NVIDIA
NVDA
+$1.69M
5
MSFT icon
Microsoft
MSFT
+$987K

Sector Composition

1 Technology 14.63%
2 Communication Services 8.65%
3 Real Estate 7.8%
4 Financials 3.92%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$194K 0.08%
354
+44
77
$194K 0.08%
1,639
-2,267
78
$190K 0.08%
2,643
+204
79
$189K 0.08%
1,131
+651
80
$187K 0.08%
+2,061
81
$175K 0.07%
2,907
82
$172K 0.07%
1,258
+460
83
$165K 0.07%
+7,782
84
$157K 0.06%
1,780
+196
85
$149K 0.06%
898
+17
86
$140K 0.06%
+256
87
$139K 0.06%
4,296
+1,132
88
$137K 0.06%
707
89
$134K 0.06%
+1,770
90
$126K 0.05%
979
91
$124K 0.05%
852
92
$121K 0.05%
5,520
93
$120K 0.05%
3,751
+755
94
$117K 0.05%
+3,263
95
$116K 0.05%
4,979
96
$116K 0.05%
+5,086
97
$115K 0.05%
9,124
98
$112K 0.05%
+2,578
99
$106K 0.04%
4,199
100
$103K 0.04%
+2,055
1 2 3
4
5