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
$249M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.93M
3
+$2.87M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$2.78M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$2.67M

Top Sells

1
+$6.8M
2
+$3.68M
3
+$3.33M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.08M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.01M

Sector Composition

1 Technology 10.75%
2 Real Estate 5.7%
3 Consumer Discretionary 5.65%
4 Communication Services 5.32%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$131K 0.05%
2,907
152
$131K 0.05%
9,124
-7,483
153
$129K 0.05%
6,337
+821
154
$129K 0.05%
+1,787
155
$127K 0.05%
+1,580
156
$120K 0.05%
+673
157
$117K 0.05%
923
-1,219
158
$115K 0.05%
1,208
159
$114K 0.05%
1,653
-225
160
$112K 0.05%
+305
161
$112K 0.05%
+491
162
$109K 0.04%
4,979
163
$109K 0.04%
852
164
$108K 0.04%
+746
165
$107K 0.04%
4,199
166
$104K 0.04%
2,167
167
$101K 0.04%
707
168
$100K 0.04%
+650
169
– –
-6,917
170
– –
-2,293
171
– –
-1,507
172
– –
-10,114
173
– –
-3,161
174
– –
-1,602
175
– –
-3,198
4 5 6
7
8