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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
+3.02%
1 Year Est. Return
+23.25%
3 Year Est. Return
+64.93%
5 Year Est. Return
+68.84%
10 Year Est. Return
+181.76%
AUM
$310M
AUM Growth
-$17M
Cap. Flow
-$26.2M
Cap. Flow %
-8.47%
Top 10 Hldgs %
84.41%
Holding
74
New
3
Increased
13
Reduced
27
Closed
21
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$109M 35.25%
515,808
-60,539
-11% -$13.1M
VGK icon
2
Vanguard FTSE Europe ETF
VGK
$30.7B
$42.4M 13.71%
880,533
-95,122
-10% -$4.58M
VNQ icon
3
Vanguard Real Estate ETF
VNQ
$39.2B
$29.2M 9.43%
341,102
-38,138
-10% -$3.4M
AMJ
4
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$16.4M 5.3%
529,375
+83,089
+19% +$2.61M
RSP icon
5
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$15M 4.86%
180,021
-12,910
-7% -$1.07M
DVY icon
6
iShares Select Dividend ETF
DVY
$23.5B
$14.3M 4.63%
167,822
-14,675
-8% -$1.27M
EWJ icon
7
iShares MSCI Japan ETF
EWJ
$21.9B
$10.9M 3.52%
218,793
-28,634
-12% -$1.39M
IEV icon
8
iShares Europe ETF
IEV
$1.67B
$9.19M 2.97%
233,309
-39,555
-14% -$1.54M
IGSB icon
9
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$8.47M 2.74%
160,136
+143,178
+844% +$7.58M
EEM icon
10
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$6.17M 1.99%
167,866
-32,471
-16% -$1.19M
IGIB icon
11
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$5.6M 1.81%
101,720
-29,130
-22% -$1.62M
VNQI icon
12
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$4.84M 1.56%
87,952
-24,739
-22% -$1.38M
EPP icon
13
iShares MSCI Pacific ex Japan ETF
EPP
$2.22B
$3.61M 1.17%
85,488
-15,743
-16% -$648K
BKLN icon
14
Invesco Senior Loan ETF
BKLN
$6.97B
$3.59M 1.16%
154,775
-28,005
-15% -$649K
VWO icon
15
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$3.55M 1.15%
94,264
PG icon
16
Procter & Gamble
PG
$336B
$3.35M 1.08%
37,333
-433
-1% -$37.6K
EWC icon
17
iShares MSCI Canada ETF
EWC
$6.13B
$3.08M 1%
120,129
-3,740
-3% -$94.8K
DIA icon
18
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$3.02M 0.97%
16,502
-1,867
-10% -$343K
GMF icon
19
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$425M
$2.48M 0.8%
30,032
BX icon
20
Blackstone
BX
$102B
$1.45M 0.47%
59,542
+9,100
+18% +$240K
IJH icon
21
iShares Core S&P Mid-Cap ETF
IJH
$122B
$1.41M 0.46%
45,600
-26,020
-36% -$804K
BDCL
22
DELISTED
2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev
BDCL
$1.2M 0.39%
64,013
+54,116
+547% +$978K
TIP icon
23
iShares TIPS Bond ETF
TIP
$14.5B
$1.15M 0.37%
9,906
-3,836
-28% -$445K
WY icon
24
Weyerhaeuser
WY
$18B
$893K 0.29%
28,762
-315
-1% -$9.96K
BAC icon
25
Bank of America
BAC
$435B
$827K 0.27%
52,850

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Stelac Advisory Services's Q3 2016 Portfolio in Review

As of Q3 2016, Stelac Advisory Services held 74 positions worth $310M, down 5.2% from $326M the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Stelac Advisory Services withdrew a net $26.2M in Q3 2016, closing 21 positions and reducing 27 holdings. Its most notable exit was JPMorgan Chase, an estimated $577K position sold in full.

By sector, the portfolio is most concentrated in Consumer Staples at 1.3% of assets, up from 1.3% a quarter earlier, followed by Financials and Real Estate.

Against the trend, Stelac Advisory Services opened a new position in Invesco Variable Rate Preferred ETF worth $209K.

  • Stelac Advisory Services's largest Q3 2016 buy was Invesco Variable Rate Preferred ETF: 8,178 shares worth $209K.
  • Stelac Advisory Services added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2016, an estimated $7.58M increase.
  • Stelac Advisory Services's biggest Q3 2016 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $13.1M.
  • Stelac Advisory Services fully exited JPMorgan Chase in Q3 2016, selling an estimated $577K.
  • Stelac Advisory Services's ten largest holdings make up 84% of its $310M portfolio in Q3 2016.
  • Stelac Advisory Services opened 3 new positions and closed 21 in Q3 2016.
  • Stelac Advisory Services's portfolio value fell 5.2% quarter-over-quarter to $310M.

Based on Stelac Advisory Services's 13F filing for Q3 2016, filed 31 Oct 2016.