SAS

Stelac Advisory Services Portfolio holdings

AUM $283M
1-Year Est. Return 27.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$5.14M
3
+$3.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.94M
5
ENPH icon
Enphase Energy
ENPH
+$1.87M

Top Sells

1
+$6.11M
2
+$5.63M
3
+$3.42M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.53M
5
LULU icon
lululemon athletica
LULU
+$1.12M

Sector Composition

1 Technology 16.67%
2 Real Estate 6.77%
3 Communication Services 6.49%
4 Financials 5.62%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$241K 0.09%
4,686
+2,108
77
$239K 0.09%
1,803
+23
78
$233K 0.09%
2,560
-1
79
$212K 0.08%
+1,595
80
$209K 0.08%
372
+18
81
$206K 0.08%
2,905
+262
82
$196K 0.07%
+1,313
83
$192K 0.07%
2,907
84
$188K 0.07%
265
+9
85
$183K 0.07%
7,782
86
$177K 0.07%
1,811
+31
87
$165K 0.06%
5,795
-1,959
88
$148K 0.06%
1,617
-61,458
89
$148K 0.06%
1,770
90
$145K 0.06%
707
91
$144K 0.05%
893
-5
92
$139K 0.05%
+155
93
$131K 0.05%
979
94
$125K 0.05%
9,124
95
$123K 0.05%
1,324
-737
96
$122K 0.05%
+537
97
$121K 0.05%
4,979
98
$115K 0.04%
852
99
$114K 0.04%
4,199
100
$107K 0.04%
+3,713
1 2 3
4
5