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
$258M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.4M
3
+$4.06M
4
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$2.71M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.24M

Top Sells

1
+$9.41M
2
+$4.51M
3
+$3.41M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.55M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.48M

Sector Composition

1 Real Estate 6.31%
2 Financials 4.56%
3 Consumer Discretionary 2.09%
4 Consumer Staples 2.04%
5 Technology 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$232K 0.09%
1,406
102
$230K 0.09%
+9,313
103
$228K 0.09%
9,079
104
$224K 0.09%
6,870
105
$223K 0.09%
3,906
-1,378
106
$213K 0.08%
+6,950
107
$209K 0.08%
1,687
-16,378
108
$203K 0.08%
+3,928
109
$203K 0.08%
9,051
+109
110
$201K 0.08%
8,666
-920
111
$197K 0.08%
10,955
-455
112
$188K 0.07%
23,533
113
$188K 0.07%
4,386
114
$184K 0.07%
+3,137
115
$181K 0.07%
2,187
116
$176K 0.07%
2,152
-5,864
117
$173K 0.07%
630
+15
118
$172K 0.07%
+894
119
$167K 0.06%
4,383
-158
120
$152K 0.06%
3,778
121
$148K 0.06%
6,283
+672
122
$147K 0.06%
2,156
-4,301
123
$144K 0.06%
2,520
124
$139K 0.05%
+4,184
125
$139K 0.05%
13,295
+20
3 4
5
6 7