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
176
$201K 0.05%
3,778
177
$199K 0.05%
4,386
178
$198K 0.05%
4,113
179
$196K 0.05%
+5,369
180
$193K 0.05%
+568
181
$191K 0.05%
3,477
-419
182
$191K 0.05%
780
-159
183
$189K 0.05%
1,150
-8
184
$185K 0.05%
+2,670
185
$183K 0.05%
+2,000
186
$183K 0.05%
2,143
187
$180K 0.05%
864
188
$179K 0.05%
385
-24
189
$178K 0.05%
+4,201
190
$176K 0.05%
+1,701
191
$175K 0.05%
5,587
192
$175K 0.05%
+2,421
193
$171K 0.04%
1,035
-35
194
$170K 0.04%
1,554
+315
195
$170K 0.04%
765
+250
196
$169K 0.04%
+1,195
197
$169K 0.04%
+870
198
$166K 0.04%
8,001
199
$164K 0.04%
+10,000
200
$163K 0.04%
+3,901
6 7
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