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
$387M
AUM Growth
+$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$9.33M
3
+$8.23M
4
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$7.8M
5
USB icon
US Bancorp
USB
+$4.94M

Top Sells

1
+$3.25M
2
+$1.68M
3
+$1.27M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.2M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1M

Sector Composition

1 Financials 7.82%
2 Real Estate 5.21%
3 Technology 3.53%
4 Consumer Discretionary 3.03%
5 Communication Services 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$271K 0.07%
1,374
152
$265K 0.07%
6,870
153
$264K 0.07%
+7,346
154
$261K 0.07%
9,079
155
$261K 0.07%
+3,010
156
$257K 0.07%
10,955
157
$252K 0.07%
9,013
+675
158
$239K 0.06%
9,313
159
$238K 0.06%
+142
160
$236K 0.06%
4,044
+1,900
161
$235K 0.06%
1,550
+250
162
$234K 0.06%
+3,497
163
$232K 0.06%
1,080
+518
164
$231K 0.06%
+2,473
165
$231K 0.06%
11,965
166
$231K 0.06%
1,687
-884
167
$223K 0.06%
625
+119
168
$220K 0.06%
+23,533
169
$217K 0.06%
2,520
-129
170
$216K 0.06%
3,679
+1,632
171
$215K 0.06%
+998
172
$212K 0.05%
14,735
+20
173
$206K 0.05%
1,386
+237
174
$205K 0.05%
6,313
175
$202K 0.05%
2,343
+758
5 6
7
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