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
$369M
AUM Growth
-$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.06M
3
+$1.2M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.03M
5
HD icon
Home Depot
HD
+$967K

Top Sells

1
+$3.55M
2
+$2.82M
3
+$1.71M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.62M
5
ABNB icon
Airbnb
ABNB
+$1.42M

Sector Composition

1 Technology 11.97%
2 Communication Services 10.9%
3 Consumer Discretionary 6.61%
4 Financials 5.72%
5 Real Estate 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$162K 0.04%
2,129
-1,761
152
$161K 0.04%
10,135
-15,641
153
$158K 0.04%
2,515
154
$157K 0.04%
+3,601
155
$157K 0.04%
+2,740
156
$157K 0.04%
25,960
157
$149K 0.04%
527
-3,466
158
$149K 0.04%
+1,806
159
$147K 0.04%
+4,613
160
$146K 0.04%
+3,349
161
$146K 0.04%
+489
162
$145K 0.04%
6,319
-2,876
163
$141K 0.04%
+1,040
164
$141K 0.04%
+3,936
165
$140K 0.04%
+1,763
166
$135K 0.04%
+1,580
167
$133K 0.04%
4,199
168
$132K 0.04%
3,627
-3,666
169
$130K 0.04%
+2,691
170
$128K 0.03%
4,820
-2,550
171
$127K 0.03%
+2,274
172
$127K 0.03%
360
-7,983
173
$125K 0.03%
4,979
174
$123K 0.03%
402
-1,863
175
$121K 0.03%
707
5 6
7
8 9