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
201
$239K 0.05%
3,792
-74
202
$239K 0.05%
+25,960
203
$236K 0.05%
1,423
204
$236K 0.05%
+532
205
$232K 0.05%
+15,460
206
$221K 0.05%
606
-8
207
$220K 0.05%
12,873
+17
208
$209K 0.05%
8,232
-21
209
$206K 0.05%
2,646
-4,979
210
$206K 0.05%
1,488
-199
211
$198K 0.05%
+6,171
212
$198K 0.05%
+962
213
$197K 0.05%
8,148
-6,928
214
$196K 0.04%
4,398
215
$194K 0.04%
5,369
216
$194K 0.04%
+3,320
217
$193K 0.04%
811
-563
218
$192K 0.04%
667
+132
219
$190K 0.04%
6,707
+1,073
220
$182K 0.04%
3,475
+611
221
$179K 0.04%
1,590
-10
222
$176K 0.04%
+4,074
223
$175K 0.04%
1,525
+419
224
$174K 0.04%
2,680
+280
225
$174K 0.04%
907
-107
7 8
9
10 11