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
$249M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1 +$4.74M
2 +$2.93M
3 +$2.87M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$2.78M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$2.67M

Top Sells

1 +$6.8M
2 +$3.68M
3 +$3.33M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.08M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.01M

Sector Composition

1 Technology 10.75%
2 Real Estate 5.7%
3 Consumer Discretionary 5.65%
4 Communication Services 5.32%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$267K 0.11%
+4,231
127
$265K 0.11%
8,064
-2,829
128
$251K 0.1%
16,190
-290
129
$251K 0.1%
8,651
+5,422
130
$244K 0.1%
2,216
+1,512
131
$228K 0.09%
+5,625
132
$220K 0.09%
+1,230
133
$215K 0.09%
8,586
+2,392
134
$204K 0.08%
65,364
-870
135
$203K 0.08%
1,208
136
$187K 0.08%
6,473
+1,808
137
$179K 0.07%
1,109
-81
138
$178K 0.07%
7,440
139
$176K 0.07%
+1,054
140
$171K 0.07%
2,654
+268
141
$160K 0.06%
+1,043
142
$159K 0.06%
1,780
-105
143
$156K 0.06%
3,186
+1,326
144
$148K 0.06%
4,072
145
$145K 0.06%
+3,270
146
$145K 0.06%
2,767
+732
147
$144K 0.06%
+1,020
148
$140K 0.06%
41,000
-920
149
$137K 0.06%
3,601
150
$131K 0.05%
5,850
-469