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
$213M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.8M
3
+$4.31M
4
LULU icon
lululemon athletica
LULU
+$2.87M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.79M

Top Sells

1
+$6.1M
2
+$4.81M
3
+$4.8M
4
V icon
Visa
V
+$4.47M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.43M

Sector Composition

1 Technology 15.17%
2 Communication Services 12.34%
3 Real Estate 9.01%
4 Healthcare 4.46%
5 Financials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$110K 0.05%
3,164
102
$109K 0.05%
4,979
103
$105K 0.05%
+6,809
104
$102K 0.05%
+2,525
105
$101K 0.05%
+140,402
106
– –
-2,689
107
– –
-34,976
108
– –
-1,653
109
– –
-573
110
– –
-1,664
1 2 3 4
5