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
$131M
AUM Growth
-$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$6.71M
3
+$3.8M
4
TLRY icon
Tilray
TLRY
+$3M
5
RSPU icon
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
+$1.88M

Top Sells

1
+$25.8M
2
+$18.7M
3
+$10.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.57M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.43M

Sector Composition

1 Financials 2.81%
2 Healthcare 2.51%
3 Consumer Staples 2.1%
4 Energy 0.92%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-10,045
127
– –
-2,413
128
– –
-1,373
129
– –
-1,897
130
– –
-1,855
131
– –
-43,502
132
– –
-2,844
133
– –
-9,000
2 3 4 5
6