SAS
Stelac Advisory Services Portfolio holdings
AUM
$263M
This Quarter Return
+0.23%
1 Year Return
+15.84%
3 Year Return
+61.45%
5 Year Return
+96.46%
10 Year Return
+139.05%
AUM
$141M
AUM Growth
+$141M
(+7.9%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
7.93%
Top 10 Holdings %
Top 10 Hldgs %
60.22%
Holding
117
New
35
Increased
29
Reduced
12
Closed
9
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$7.99M |
| 2 |
Blackstone
BX
|
$738K |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$670K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$599K |
| 5 |
iShares Gold Trust
IAU
|
$484K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.06M |
| 2 |
GE Aerospace
GE
|
$767K |
| 3 |
iShares Select Dividend ETF
DVY
|
$611K |
| 4 |
Invesco Senior Loan ETF
BKLN
|
$384K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$279K |
Sector Composition
| 1 | Financials | 4.01% |
| 2 | Consumer Staples | 2.47% |
| 3 | Technology | 2.09% |
| 4 | Healthcare | 1.87% |
| 5 | Communication Services | 1.34% |
