SAS
Stelac Advisory Services Portfolio holdings
AUM
$263M
1-Year Return
15.84%
This Quarter Return
-0.82%
1 Year Return
+15.84%
3 Year Return
+61.45%
5 Year Return
+96.46%
10 Year Return
+139.05%
AUM
$373M
AUM Growth
-$65.5M
(-15%)
Cap. Flow
-$61.6M
Cap. Flow
% of AUM
-16.54%
Top 10 Holdings %
Top 10 Hldgs %
38.35%
Holding
294
New
8
Increased
54
Reduced
128
Closed
80
Top Buys
| 1 |
Baidu
BIDU
|
$4.9M |
| 2 |
Capital One
COF
|
$3.59M |
| 3 |
Lucid Motors
LCID
|
$715K |
| 4 |
Global X Uranium ETF
URA
|
$505K |
| 5 |
Vital Farms
VITL
|
$431K |
Top Sells
| 1 |
Bank of America
BAC
|
$9.39M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$3.56M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$3.18M |
| 4 |
Tesla
TSLA
|
$1.86M |
| 5 |
Blackstone
BX
|
$1.8M |
Sector Composition
| 1 | Communication Services | 11.36% |
| 2 | Technology | 10.86% |
| 3 | Consumer Discretionary | 8.65% |
| 4 | Financials | 7.42% |
| 5 | Real Estate | 5.18% |
