SAS

Stelac Advisory Services Portfolio holdings

AUM $289M
1-Year Est. Return 20.41%
This Quarter Est. Return
1 Year Est. Return
+20.41%
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
+$3.06M
2
+$2.27M
3
+$1.35M
4
JPM icon
JPMorgan Chase
JPM
+$723K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$574K

Top Sells

1
+$5.45M
2
+$4.35M
3
+$2.21M
4
NVDA icon
NVIDIA
NVDA
+$1.69M
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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