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
$369M
AUM Growth
-$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.06M
3
+$1.2M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.03M
5
HD icon
Home Depot
HD
+$967K

Top Sells

1
+$3.55M
2
+$2.82M
3
+$1.71M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.62M
5
ABNB icon
Airbnb
ABNB
+$1.42M

Sector Composition

1 Technology 11.97%
2 Communication Services 10.9%
3 Consumer Discretionary 6.61%
4 Financials 5.72%
5 Real Estate 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$456K 0.12%
2,047
-914
102
$454K 0.12%
1,160
+82
103
$451K 0.12%
5,251
-56
104
$447K 0.12%
16,299
+17
105
$439K 0.12%
1,013
+117
106
$435K 0.12%
1,641
+611
107
$426K 0.12%
15,955
108
$421K 0.11%
6,743
+417
109
$421K 0.11%
5,470
110
$414K 0.11%
892
+56
111
$413K 0.11%
15,855
+377
112
$412K 0.11%
3,186
-6,651
113
$389K 0.11%
18,331
-16,477
114
$372K 0.1%
15,303
+962
115
$362K 0.1%
8,865
116
$362K 0.1%
3,084
-2,124
117
$358K 0.1%
5,766
-9,298
118
$355K 0.1%
9,444
+583
119
$355K 0.1%
3,832
-1,767
120
$342K 0.09%
7,553
121
$335K 0.09%
5,233
+309
122
$332K 0.09%
18,433
-18,956
123
$329K 0.09%
27,088
+1,780
124
$328K 0.09%
6,575
125
$326K 0.09%
15,460
3 4
5
6 7