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
$243M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.32M
3
+$1.48M
4
JPM icon
JPMorgan Chase
JPM
+$751K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$565K

Top Sells

1
+$5.44M
2
+$4.35M
3
+$2.59M
4
NVDA icon
NVIDIA
NVDA
+$1.98M
5
MSFT icon
Microsoft
MSFT
+$1.07M

Sector Composition

1 Technology 14.63%
2 Communication Services 8.65%
3 Real Estate 7.8%
4 Financials 3.92%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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120
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1 2 3 4
5