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
176
$103K 0.04%
+695
177
$102K 0.03%
+527
178
$102K 0.03%
+2,784
179
$101K 0.03%
11,125
180
$101K 0.03%
+3,097
181
$100K 0.03%
+750
182
– –
-23,598
183
– –
-2,228
184
– –
-23,533
185
– –
-11,805
4 5 6 7
8