SAS
Stelac Advisory Services Portfolio holdings
AUM
$263M
This Quarter Return
-0.15%
1 Year Return
+15.84%
3 Year Return
+61.45%
5 Year Return
+96.46%
10 Year Return
+139.05%
AUM
$243M
AUM Growth
+$243M
(-5.4%)
Cap. Flow
-$8.53M
Cap. Flow
% of AUM
-3.52%
Top 10 Holdings %
Top 10 Hldgs %
48.08%
Holding
120
New
12
Increased
40
Reduced
23
Closed
20
Top Buys
| 1 |
KraneShares CSI China Internet ETF
KWEB
|
$3.06M |
| 2 |
Enphase Energy
ENPH
|
$2.27M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$1.35M |
| 4 |
JPMorgan Chase
JPM
|
$723K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$574K |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$5.45M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$4.35M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$2.21M |
| 4 |
NVIDIA
NVDA
|
$1.69M |
| 5 |
Microsoft
MSFT
|
$987K |
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% |
