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
$438M
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.6M
3
+$11.1M
4
AMD icon
Advanced Micro Devices
AMD
+$11.1M
5
DIS icon
Walt Disney
DIS
+$10.9M

Top Sells

1
+$1.67M
2
+$1.04M
3
+$1.04M
4
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$979K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$681K

Sector Composition

1 Technology 10.73%
2 Financials 10.59%
3 Consumer Discretionary 9.46%
4 Communication Services 9.4%
5 Real Estate 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$392K 0.09%
1,230
-334
152
$391K 0.09%
+2,748
153
$384K 0.09%
3,496
+233
154
$380K 0.09%
2,908
155
$375K 0.09%
15,594
+7,572
156
$362K 0.08%
+13,634
157
$357K 0.08%
29,638
+9,701
158
$354K 0.08%
9,635
-1,024
159
$353K 0.08%
+4,837
160
$347K 0.08%
1,198
161
$345K 0.08%
+7,609
162
$343K 0.08%
3,710
+813
163
$338K 0.08%
7,334
+2,948
164
$337K 0.08%
5,530
165
$337K 0.08%
+3,670
166
$334K 0.08%
+1,407
167
$334K 0.08%
+3,912
168
$333K 0.08%
831
-10
169
$332K 0.08%
1,406
170
$331K 0.08%
+2,313
171
$324K 0.07%
+12,193
172
$320K 0.07%
11,051
173
$309K 0.07%
4,211
+2,884
174
$304K 0.07%
4,061
-2
175
$294K 0.07%
+6,185
5 6
7
8 9