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
$387M
AUM Growth
+$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$9.33M
3
+$8.23M
4
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$7.8M
5
USB icon
US Bancorp
USB
+$4.94M

Top Sells

1
+$3.25M
2
+$1.68M
3
+$1.27M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.2M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1M

Sector Composition

1 Financials 7.82%
2 Real Estate 5.21%
3 Technology 3.53%
4 Consumer Discretionary 3.03%
5 Communication Services 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$375K 0.1%
22,173
+20
127
$374K 0.1%
10,172
+4,154
128
$370K 0.1%
+8,193
129
$367K 0.09%
5,924
+2,703
130
$356K 0.09%
+712
131
$344K 0.09%
11,684
+1,130
132
$336K 0.09%
1,181
+570
133
$335K 0.09%
944
-193
134
$330K 0.09%
3,589
+1,158
135
$329K 0.09%
5,823
136
$327K 0.08%
+3,310
137
$324K 0.08%
+3,026
138
$321K 0.08%
1,198
139
$319K 0.08%
12,976
140
$315K 0.08%
+3,443
141
$301K 0.08%
5,530
142
$300K 0.08%
555
143
$298K 0.08%
1,406
144
$295K 0.08%
+1,447
145
$294K 0.08%
+5,927
146
$293K 0.08%
5,781
+1,293
147
$289K 0.07%
5,777
+451
148
$285K 0.07%
5,046
-1,137
149
$281K 0.07%
4,063
+157
150
$277K 0.07%
+1,720
4 5
6
7 8