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
$293M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$5.03M
3
+$3.75M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M
5
PSTH
Pershing Square Tontine Holdings, Ltd.
PSTH
+$1.33M

Top Sells

1
+$13.3M
2
+$3.23M
3
+$2.13M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.8M
5
BUD icon
AB InBev
BUD
+$1.16M

Sector Composition

1 Financials 6.7%
2 Real Estate 6.59%
3 Consumer Discretionary 2.92%
4 Technology 2.71%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$159K 0.05%
1,149
+198
152
$150K 0.05%
+2,703
153
$138K 0.05%
8,001
+752
154
$137K 0.05%
+1,585
155
$135K 0.05%
+1,239
156
$129K 0.04%
+1,300
157
$128K 0.04%
+14,353
158
$127K 0.04%
611
159
$125K 0.04%
451
160
$124K 0.04%
+3,410
161
$123K 0.04%
+562
162
$123K 0.04%
+2,144
163
$122K 0.04%
+2,047
164
$119K 0.04%
+714
165
$116K 0.04%
2,012
166
$116K 0.04%
3,932
+506
167
$115K 0.04%
+2,313
168
$112K 0.04%
+1,117
169
$112K 0.04%
4,199
170
$111K 0.04%
+515
171
$110K 0.04%
11,241
172
$109K 0.04%
+2,347
173
$109K 0.04%
+1,772
174
$105K 0.04%
888
175
$104K 0.04%
893
-442
4 5 6
7
8