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
$369M
AUM Growth
-$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.06M
3
+$1.2M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.03M
5
HD icon
Home Depot
HD
+$967K

Top Sells

1
+$3.55M
2
+$2.82M
3
+$1.71M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.62M
5
ABNB icon
Airbnb
ABNB
+$1.42M

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
201
– –
-10,757
202
– –
-8,975
203
– –
-5,071
204
– –
-7,908
205
– –
-1,513
206
– –
-1,025
207
– –
-9,500
208
– –
-10,744
209
– –
-2,819
210
– –
-6,792
211
– –
-3,871
212
– –
-747
213
– –
-343
214
– –
-2,627
215
– –
-7,182
216
– –
-1,301
217
– –
-3,638
218
– –
-11,759
219
– –
-4,522
220
– –
-5,734
221
– –
-1,364
222
– –
-42,740
223
– –
-8,021
224
– –
-403
225
– –
-4,874
6 7 8
9
10