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
176
$287K 0.07%
+4,752
177
$285K 0.07%
+3,540
178
$285K 0.07%
+1,126
179
$285K 0.07%
+5,713
180
$284K 0.06%
+2,623
181
$282K 0.06%
+7,960
182
$279K 0.06%
1,268
+407
183
$275K 0.06%
3,042
-38
184
$274K 0.06%
8,071
+751
185
$271K 0.06%
+413
186
$270K 0.06%
1,632
+515
187
$270K 0.06%
+2,199
188
$269K 0.06%
1,631
-35
189
$268K 0.06%
6,870
190
$266K 0.06%
1,876
-52
191
$265K 0.06%
5,561
+1,069
192
$264K 0.06%
+4,404
193
$263K 0.06%
1,401
-125
194
$261K 0.06%
6,922
195
$259K 0.06%
+9,946
196
$252K 0.06%
3,303
-107
197
$250K 0.06%
1,908
+583
198
$250K 0.06%
12,327
+1,372
199
$245K 0.06%
+5,981
200
$241K 0.06%
3,305
-7,331
6 7
8
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