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
$369M
AUM Growth
-$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.06M
3
+$1.2M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.03M
5
HD icon
Home Depot
HD
+$967K

Top Sells

1
+$3.55M
2
+$2.82M
3
+$1.71M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.62M
5
ABNB icon
Airbnb
ABNB
+$1.42M

Sector Composition

1 Technology 11.97%
2 Communication Services 10.9%
3 Consumer Discretionary 6.61%
4 Financials 5.72%
5 Real Estate 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$322K 0.09%
5,380
+1,148
127
$318K 0.09%
7,487
-751
128
$307K 0.08%
2,120
-620
129
$305K 0.08%
1,753
+900
130
$296K 0.08%
1,780
-8,552
131
$290K 0.08%
+5,802
132
$290K 0.08%
1,153
-152
133
$259K 0.07%
2,732
-3,797
134
$255K 0.07%
+1,234
135
$233K 0.06%
1,488
136
$223K 0.06%
+393
137
$221K 0.06%
9,703
-11,525
138
$218K 0.06%
3,012
-8,307
139
$211K 0.06%
3,534
-7,317
140
$207K 0.06%
7,960
141
$207K 0.06%
+1,208
142
$205K 0.06%
2,750
-10,175
143
$204K 0.06%
6,920
-29,710
144
$199K 0.05%
4,072
145
$195K 0.05%
4,982
-1,103
146
$193K 0.05%
1,208
-4,340
147
$190K 0.05%
2,338
-8,627
148
$177K 0.05%
466
-128
149
$176K 0.05%
3,198
-12,599
150
$163K 0.04%
+2,767
4 5
6
7 8