SAS
Stelac Advisory Services Portfolio holdings
AUM
$263M
This Quarter Return
+8.38%
1 Year Return
+15.84%
3 Year Return
+61.45%
5 Year Return
+96.46%
10 Year Return
+139.05%
AUM
$369M
AUM Growth
+$369M
(-0.91%)
Cap. Flow
-$29.6M
Cap. Flow
% of AUM
-8.02%
Top 10 Holdings %
Top 10 Hldgs %
41.23%
Holding
239
New
25
Increased
62
Reduced
70
Closed
53
Top Buys
| 1 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$5.09M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.06M |
| 3 |
iShares Europe ETF
IEV
|
$1.2M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.03M |
| 5 |
Home Depot
HD
|
$967K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.55M |
| 2 |
Tesla
TSLA
|
$2.82M |
| 3 |
Apple
AAPL
|
$1.71M |
| 4 |
Amplify Cybersecurity ETF
HACK
|
$1.62M |
| 5 |
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% |
