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
201
$155K 0.04%
+3,718
202
$153K 0.04%
+590
203
$151K 0.04%
+754
204
$151K 0.04%
+553
205
$150K 0.04%
+1,694
206
$149K 0.04%
3,410
207
$148K 0.04%
1,142
+249
208
$148K 0.04%
15,837
+1,484
209
$147K 0.04%
+1,221
210
$143K 0.04%
+2,001
211
$142K 0.04%
2,784
212
$139K 0.04%
+506
213
$138K 0.04%
+18,700
214
$137K 0.04%
4,199
215
$136K 0.04%
+900
216
$135K 0.03%
1,117
217
$133K 0.03%
+1,742
218
$131K 0.03%
897
+147
219
$130K 0.03%
+4,874
220
$128K 0.03%
2,012
221
$127K 0.03%
3,932
222
$126K 0.03%
+1,015
223
$126K 0.03%
+859
224
$126K 0.03%
11,241
225
$125K 0.03%
+11,806
7 8
9
10 11