We are live on ! Find out more
SAS

Stelac Advisory Services Portfolio holdings

AUM $494M
1-Year Est. Return 23.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.25%
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 Sells

1 +$13.2M
2 +$5.65M
3 +$4.75M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.75M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.58M

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
in Stake
Capital Flow
151
-6,000
152
-1,056
153
-1,378
154
-7,640
155
-2,246
156
-1,025
157
-682
158
-4,760
159
-2,722
160
-6,500
161
-2,000
162
-1,396
163
-572
164
-1,847
165
-2,475
166
-4,995
167
-1,247
168
-760
169
-1,131
170
-5,631
171
-6,500
172
-3,500
173
-6,479
174
-1,849
175
-1,895