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
$247M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.5M
3
+$1.47M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.22M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$980K

Top Sells

1
+$6.1M
2
+$4.23M
3
+$2.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$307K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$209K

Sector Composition

1 Technology 14.86%
2 Communication Services 10.2%
3 Real Estate 7.23%
4 Healthcare 4.22%
5 Consumer Discretionary 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$121K 0.05%
3,220
102
$118K 0.05%
66,894
103
$117K 0.05%
9,124
104
$115K 0.05%
+1,653
105
$105K 0.04%
801
-575
106
$101K 0.04%
+3,164
107
– –
-1,311
108
– –
-1,022
109
– –
-2,543
110
– –
-5,510
111
– –
-55,227
112
– –
-923
1 2 3 4
5