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
$141M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$738K
3
+$670K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$599K
5
IAU icon
iShares Gold Trust
IAU
+$484K

Top Sells

1
+$3.06M
2
+$767K
3
+$611K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$384K
5
RSP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$114K 0.08%
2,778
-722
102
$113K 0.08%
22,621
+2,459
103
$111K 0.08%
+4,228
104
$109K 0.08%
+794
105
$107K 0.08%
1,335
106
$102K 0.07%
+700
107
$102K 0.07%
+3,814
108
$100K 0.07%
+1,795
109
– –
-500
110
– –
-626
111
– –
-11,000
112
– –
-4,050
113
– –
-14,646
114
– –
-1,130
115
– –
-3,324
116
– –
-6,500
117
– –
-400
1 2 3 4
5