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
$293M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$5.03M
3
+$3.75M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M
5
PSTH
Pershing Square Tontine Holdings, Ltd.
PSTH
+$1.33M

Top Sells

1
+$13.3M
2
+$3.23M
3
+$2.13M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.8M
5
BUD icon
AB InBev
BUD
+$1.16M

Sector Composition

1 Financials 6.7%
2 Real Estate 6.59%
3 Consumer Discretionary 2.92%
4 Technology 2.71%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.5M 12.13%
106,307
+15,047
2
$22.4M 7.66%
427,783
+118,565
3
$16.1M 5.51%
160,318
+2,711
4
$15.9M 5.42%
97,269
+2,893
5
$13.4M 4.58%
569,990
6
$11.7M 3.99%
212,907
-9,760
7
$11.7M 3.98%
407,465
-74,465
8
$11.6M 3.95%
41,687
-47,996
9
$10.1M 3.45%
166,100
+5,470
10
$7.39M 2.52%
125,133
-3,660
11
$6.62M 2.26%
59,959
+33,943
12
$5.98M 2.04%
135,641
+70
13
$4.16M 1.42%
19,530
+6,961
14
$4.09M 1.4%
20,044
+1,200
15
$3.73M 1.27%
26,821
+957
16
$3.54M 1.21%
44,856
+5,840
17
$3.35M 1.15%
80,152
+3,269
18
$3.34M 1.14%
70,838
-14,702
19
$3.06M 1.05%
19,460
+1,160
20
$3M 1.02%
36,815
21
$2.99M 1.02%
25,847
-337
22
$2.72M 0.93%
66,918
-78
23
$2.6M 0.89%
240,798
-5,394
24
$2.54M 0.87%
68,540
-7,590
25
$2.45M 0.84%
18,338
-1,545
1
2 3 4 5