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
$238M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$6.1M
3
+$1.34M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.32M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$655K

Top Sells

1
+$888K
2
+$847K
3
+$603K
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$522K
5
MSFT icon
Microsoft
MSFT
+$484K

Sector Composition

1 Technology 14.94%
2 Communication Services 11.32%
3 Real Estate 6.66%
4 Healthcare 4.49%
5 Financials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$107K 0.05%
+1,584
102
$102K 0.04%
2,543
103
$102K 0.04%
740
104
$101K 0.04%
4,199
105
– –
-7,700
106
– –
-3,400
107
– –
-26,379
108
– –
-10,520
109
– –
-3,164
110
– –
-16,805
111
– –
-140,402
1 2 3 4
5