SAS

Stelac Advisory Services Portfolio holdings

AUM $289M
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$5.03M
3
+$3.75M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M
5
PSTH
Pershing Square Tontine Holdings, Ltd.
PSTH
+$1.33M

Top Sells

1
+$13.3M
2
+$3.23M
3
+$2.13M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.8M
5
BUD icon
AB InBev
BUD
+$1.16M

Sector Composition

1 Financials 6.7%
2 Real Estate 6.59%
3 Consumer Discretionary 2.92%
4 Technology 2.71%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$228K 0.08%
4,488
-1,012
127
$224K 0.08%
5,326
+943
128
$219K 0.07%
668
+38
129
$218K 0.07%
939
+45
130
$210K 0.07%
+6,018
131
$210K 0.07%
8,745
+2,155
132
$194K 0.07%
3,221
+84
133
$193K 0.07%
4,386
134
$192K 0.07%
+3,896
135
$192K 0.07%
+4,113
136
$189K 0.06%
10,955
137
$186K 0.06%
9,313
138
$181K 0.06%
+11,965
139
$181K 0.06%
+409
140
$177K 0.06%
+1,070
141
$174K 0.06%
6,313
+2,129
142
$173K 0.06%
2,649
+129
143
$171K 0.06%
2,431
+275
144
$171K 0.06%
+506
145
$170K 0.06%
3,778
146
$170K 0.06%
14,715
+1,420
147
$170K 0.06%
+5,587
148
$170K 0.06%
+864
149
$165K 0.06%
+2,143
150
$165K 0.06%
1,158
+126
4 5
6
7 8