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
$230M
AUM Growth
+$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$5.85M
3
+$938K
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$659K
5
AZN icon
AstraZeneca
AZN
+$602K

Top Sells

1
+$8.78M
2
+$5.86M
3
+$1.17M
4
MBB icon
iShares MBS ETF
MBB
+$1.07M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.03M

Sector Composition

1 Technology 9.44%
2 Real Estate 8.85%
3 Communication Services 6.66%
4 Financials 5.38%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$364K 0.16%
5,520
102
$362K 0.16%
6,254
103
$356K 0.15%
2,309
104
$356K 0.15%
4,051
+140
105
$352K 0.15%
5,561
106
$351K 0.15%
6,960
107
$334K 0.15%
13,873
-3,118
108
$328K 0.14%
2,008
+3
109
$320K 0.14%
2,170
110
$316K 0.14%
681
-38
111
$316K 0.14%
1,492
-33
112
$311K 0.14%
1,744
-128
113
$289K 0.13%
3,867
+680
114
$287K 0.12%
1,253
+23
115
$276K 0.12%
6,798
116
$259K 0.11%
8,651
117
$248K 0.11%
7,944
-120
118
$237K 0.1%
1,596
+105
119
$236K 0.1%
2,735
-812
120
$223K 0.1%
+5,770
121
$222K 0.1%
2,418
-656
122
$221K 0.1%
1,780
123
$196K 0.09%
8,341
124
$193K 0.08%
6,473
125
$184K 0.08%
1,422
3 4
5
6 7