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
$258M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$11.4M
3
+$4.06M
4
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$2.71M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.24M

Top Sells

1
+$9.41M
2
+$4.51M
3
+$3.41M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.55M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.48M

Sector Composition

1 Real Estate 6.31%
2 Financials 4.56%
3 Consumer Discretionary 2.09%
4 Consumer Staples 2.04%
5 Technology 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,788
152
– –
-2,788
153
– –
-4,085
154
– –
-4,596
155
– –
-11,200
3 4 5 6
7