SAS
Stelac Advisory Services Portfolio holdings
AUM
$263M
1-Year Return
15.84%
This Quarter Return
+5.54%
1 Year Return
+15.84%
3 Year Return
+61.45%
5 Year Return
+96.46%
10 Year Return
+139.05%
AUM
$138M
AUM Growth
-$2.34M
(-1.7%)
Cap. Flow
-$9.03M
Cap. Flow
% of AUM
-6.52%
Top 10 Holdings %
Top 10 Hldgs %
60.4%
Holding
117
New
9
Increased
37
Reduced
22
Closed
30
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.21M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$591K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$401K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$348K |
| 5 |
iShares Europe ETF
IEV
|
$335K |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$3.92M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.47M |
| 3 |
Blackstone
BX
|
$778K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$657K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$584K |
Sector Composition
| 1 | Financials | 3.53% |
| 2 | Consumer Staples | 2.29% |
| 3 | Healthcare | 1.17% |
| 4 | Technology | 1.11% |
| 5 | Consumer Discretionary | 0.95% |
