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
$138M
AUM Growth
-$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$591K
3
+$401K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$348K
5
IEV icon
iShares Europe ETF
IEV
+$335K

Top Sells

1
+$3.92M
2
+$1.47M
3
+$778K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$657K
5
IGSB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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116
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117
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