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
$205M
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$342K
3
+$326K
4
AMLP icon
Alerian MLP ETF
AMLP
+$269K
5
GOF icon
Guggenheim Strategic Opportunities Fund
GOF
+$256K

Top Sells

1
+$37.7M
2
+$14M
3
+$6.58M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.1M
5
C icon
Citigroup
C
+$3.27M

Sector Composition

1 Financials 1.49%
2 Consumer Staples 1.46%
3 Technology 0.96%
4 Communication Services 0.86%
5 Healthcare 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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