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
$293M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$5.03M
3
+$3.75M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M
5
PSTH
Pershing Square Tontine Holdings, Ltd.
PSTH
+$1.33M

Top Sells

1
+$13.3M
2
+$3.23M
3
+$2.13M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.8M
5
BUD icon
AB InBev
BUD
+$1.16M

Sector Composition

1 Financials 6.7%
2 Real Estate 6.59%
3 Consumer Discretionary 2.92%
4 Technology 2.71%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$337K 0.12%
+3,225
102
$335K 0.11%
15,946
+4,675
103
$333K 0.11%
2,571
+884
104
$330K 0.11%
68,134
105
$318K 0.11%
+9,001
106
$317K 0.11%
4,403
+194
107
$309K 0.11%
22,153
-795
108
$301K 0.1%
2,020
+227
109
$293K 0.1%
+8,698
110
$289K 0.1%
926
+43
111
$281K 0.1%
+8,774
112
$281K 0.1%
+12,976
113
$278K 0.09%
555
-351
114
$271K 0.09%
5,530
115
$268K 0.09%
6,183
+1,200
116
$262K 0.09%
1,374
+563
117
$259K 0.09%
63,219
+23,647
118
$257K 0.09%
1,198
119
$256K 0.09%
+5,823
120
$254K 0.09%
10,554
+1,888
121
$253K 0.09%
1,406
122
$240K 0.08%
6,870
123
$238K 0.08%
9,079
124
$235K 0.08%
3,906
125
$228K 0.08%
4,488
-1,012
3 4
5
6 7