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
$249M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.93M
3
+$2.87M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$2.78M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$2.67M

Top Sells

1
+$6.8M
2
+$3.68M
3
+$3.33M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.08M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.01M

Sector Composition

1 Technology 10.75%
2 Real Estate 5.7%
3 Consumer Discretionary 5.65%
4 Communication Services 5.32%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$412K 0.17%
+1,497
102
$411K 0.17%
41,174
+27,830
103
$408K 0.16%
4,433
+3,031
104
$408K 0.16%
3,874
+2,655
105
$395K 0.16%
2,728
+1,823
106
$394K 0.16%
6,128
+4,201
107
$389K 0.16%
18,509
+13,287
108
$385K 0.15%
5,064
+3,141
109
$383K 0.15%
4,206
+2,800
110
$365K 0.15%
4,782
-4,239
111
$355K 0.14%
3,117
112
$351K 0.14%
4,383
113
$350K 0.14%
4,277
+2,719
114
$347K 0.14%
9,605
+6,291
115
$337K 0.14%
3,542
+2,843
116
$334K 0.13%
2,058
+1,409
117
$317K 0.13%
1,872
-33
118
$308K 0.12%
4,899
+3,210
119
$304K 0.12%
+639
120
$302K 0.12%
+2,172
121
$290K 0.12%
1,906
122
$284K 0.11%
11,990
-200
123
$284K 0.11%
7,007
124
$281K 0.11%
3,074
125
$280K 0.11%
7,573
+4,068
3 4
5
6 7