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SAS

Stelac Advisory Services Portfolio holdings

AUM $494M
1-Year Est. Return 23.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
-$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$1.99M
3
+$1.19M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$999K
5
HD icon
Home Depot
HD
+$886K

Top Sells

1
+$3.43M
2
+$2.68M
3
+$1.67M
4
AAPL icon
Apple
AAPL
+$1.52M
5
ABNB icon
Airbnb
ABNB
+$1.51M

Sector Composition

1 Technology 11.97%
2 Communication Services 10.9%
3 Consumer Discretionary 6.61%
4 Financials 5.72%
5 Real Estate 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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