We are live on ! Find out more
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
$494M
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$14.1M
3
+$13.6M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$13.3M
5
NVDA icon
NVIDIA
NVDA
+$12.4M

Top Sells

1
+$4.48M
2
+$2M
3
+$658K
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$567K
5
ENPH icon
Enphase Energy
ENPH
+$355K

Sector Composition

1 Technology 18.5%
2 Financials 10.23%
3 Communication Services 9.19%
4 Consumer Discretionary 7.27%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWJ icon
26
iShares MSCI Japan ETF
EWJ
$22.2B
$6.11M 1.24%
72,317
+24,865
TSM icon
27
TSMC
TSM
$2.23T
$6.05M 1.22%
18,004
+17,216
AVGO icon
28
Broadcom
AVGO
$1.81T
$5.96M 1.21%
19,264
+17,578
EEM icon
29
iShares MSCI Emerging Markets ETF
EEM
$30.5B
$5.75M 1.16%
101,295
+30,236
AAPL icon
30
Apple
AAPL
$4.38T
$5.5M 1.11%
21,671
+15,926
UNH icon
31
UnitedHealth
UNH
$373B
$5.08M 1.03%
18,768
+158
MRK icon
32
Merck
MRK
$284B
$4.58M 0.93%
+38,025
APO icon
33
Apollo Global Management
APO
$79.9B
$4.49M 0.91%
40,277
-551
RIO icon
34
Rio Tinto
RIO
$173B
$4.45M 0.9%
+48,382
AMP icon
35
Ameriprise Financial
AMP
$42.3B
$4.32M 0.87%
+9,725
IGF icon
36
iShares Global Infrastructure ETF
IGF
$10.8B
$4.02M 0.81%
59,968
+2,695
DIA icon
37
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
$3.87M 0.78%
8,338
-1,171
IJH icon
38
iShares Core S&P Mid-Cap ETF
IJH
$122B
$3.79M 0.77%
56,051
+22,951
RSPH icon
39
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$663M
$3.73M 0.75%
123,451
+53,390
ENPH icon
40
Enphase Energy
ENPH
$6.79B
$3.68M 0.75%
97,415
-8,540
META icon
41
Meta Platforms (Facebook)
META
$1.51T
$3.57M 0.72%
6,280
+4,825
PFE icon
42
Pfizer
PFE
$149B
$3.52M 0.71%
+126,698
PLTR icon
43
Palantir
PLTR
$314B
$3.33M 0.67%
+22,734
BLK icon
44
Blackrock
BLK
$163B
$2.98M 0.6%
+3,075
VDC icon
45
Vanguard Consumer Staples ETF
VDC
$8.07B
$2.87M 0.58%
12,770
+132
PDD icon
46
Pinduoduo
PDD
$116B
$2.8M 0.57%
+27,445
ORCL icon
47
Oracle
ORCL
$547B
$2.8M 0.57%
+19,175
MA icon
48
Mastercard
MA
$441B
$2.79M 0.56%
5,584
+5,220
EPP icon
49
iShares MSCI Pacific ex Japan ETF
EPP
$2.08B
$2.74M 0.55%
51,569
+16,118
V icon
50
Visa
V
$630B
$2.73M 0.55%
9,081
+8,386
1
2
3 4 5