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
$341M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$3.15M
3
+$3.04M
4
PX
Praxair Inc
PX
+$2.94M
5
MS icon
Morgan Stanley
MS
+$2.89M

Top Sells

1
+$13.5M
2
+$5.66M
3
+$4.75M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.74M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.61M

Sector Composition

1 Financials 3.5%
2 Technology 2.51%
3 Communication Services 1.7%
4 Consumer Discretionary 1.43%
5 Consumer Staples 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
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