SAS
Stelac Advisory Services Portfolio holdings
AUM
$263M
This Quarter Return
+8.13%
1 Year Return
+15.84%
3 Year Return
+61.45%
5 Year Return
+96.46%
10 Year Return
+139.05%
AUM
$221M
AUM Growth
+$221M
(+0.52%)
Cap. Flow
-$12.6M
Cap. Flow
% of AUM
-5.71%
Top 10 Holdings %
Top 10 Hldgs %
38.04%
Holding
169
New
11
Increased
40
Reduced
48
Closed
20
Top Buys
| 1 |
BP
BP
|
$8.78M |
| 2 |
Salesforce
CRM
|
$2.05M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.56M |
| 4 |
iShares Global Infrastructure ETF
IGF
|
$586K |
| 5 |
Blackstone
BX
|
$551K |
Top Sells
| 1 |
Apple
AAPL
|
$7.06M |
| 2 |
Baidu
BIDU
|
$3.74M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$2.32M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.97M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.9M |
Sector Composition
| 1 | Technology | 7.74% |
| 2 | Real Estate | 5.98% |
| 3 | Financials | 5.75% |
| 4 | Consumer Discretionary | 5.01% |
| 5 | Energy | 4.62% |
