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
$438M
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.6M
3
+$11.1M
4
AMD icon
Advanced Micro Devices
AMD
+$11.1M
5
DIS icon
Walt Disney
DIS
+$10.9M

Top Sells

1
+$1.67M
2
+$1.04M
3
+$1.04M
4
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$979K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$681K

Sector Composition

1 Technology 10.73%
2 Financials 10.59%
3 Consumer Discretionary 9.46%
4 Communication Services 9.4%
5 Real Estate 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$734K 0.17%
10,127
+7,778
102
$708K 0.16%
+511
103
$708K 0.16%
8,524
-67
104
$705K 0.16%
11,651
-988
105
$703K 0.16%
+7,440
106
$703K 0.16%
+20,546
107
$688K 0.16%
15,542
+709
108
$668K 0.15%
7,024
+235
109
$666K 0.15%
7,653
+894
110
$650K 0.15%
2,665
-90
111
$639K 0.15%
+6,983
112
$631K 0.14%
6,020
+1,454
113
$627K 0.14%
+7,477
114
$608K 0.14%
+8,315
115
$604K 0.14%
+7,975
116
$602K 0.14%
+4,746
117
$592K 0.14%
+10,945
118
$590K 0.13%
4,606
+335
119
$585K 0.13%
7,415
120
$578K 0.13%
8,656
+5,058
121
$574K 0.13%
10,247
+8,280
122
$563K 0.13%
14,303
+2,338
123
$560K 0.13%
16,282
+12,450
124
$553K 0.13%
+1,037
125
$518K 0.12%
+5,231
3 4
5
6 7