SAS

Stelac Advisory Services Portfolio holdings

AUM $283M
1-Year Est. Return 27.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$859K
3
+$833K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$675K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$429K

Top Sells

1
+$5.14M
2
+$3.41M
3
+$2M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.88M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.56M

Sector Composition

1 Real Estate 13.67%
2 Technology 10.48%
3 Communication Services 9.93%
4 Financials 6.2%
5 Consumer Discretionary 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,660
102
– –
-5,599
103
– –
-8,087
104
– –
-1,451
105
– –
-2,792
106
– –
-35,752
1 2 3 4
5