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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
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
XLF icon
101
State Street Financial Select Sector SPDR ETF
XLF
$51B
$419K 0.08%
8,481
+1,506
RH icon
102
RH
RH
$2.86B
$372K 0.08%
2,658
+1,169
XLI icon
103
State Street Industrial Select Sector SPDR ETF
XLI
$31.6B
$368K 0.07%
+2,276
IWR icon
104
iShares Russell Mid-Cap ETF
IWR
$56.1B
$365K 0.07%
+3,750
PIZ icon
105
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$786M
$359K 0.07%
+7,250
JFLX
106
JPMorgan Flexible Debt ETF
JFLX
$1.36B
$352K 0.07%
7,091
FINX icon
107
Global X FinTech ETF
FINX
$176M
$311K 0.06%
13,481
+8,878
AGG icon
108
iShares Core US Aggregate Bond ETF
AGG
$138B
$311K 0.06%
3,136
SNEX icon
109
StoneX
SNEX
$10.6B
$310K 0.06%
3,840
XLE icon
110
State Street Energy Select Sector SPDR ETF
XLE
$37.5B
$300K 0.06%
+4,900
VIS icon
111
Vanguard Industrials ETF
VIS
$8.05B
$278K 0.06%
+891
EWT icon
112
iShares MSCI Taiwan ETF
EWT
$10.9B
$268K 0.05%
+3,778
IEF icon
113
iShares 7-10 Year Treasury Bond ETF
IEF
$47.4B
$266K 0.05%
+2,790
EWY icon
114
iShares MSCI South Korea ETF
EWY
$24.7B
$254K 0.05%
+2,066
JPM icon
115
JPMorgan Chase
JPM
$878B
$250K 0.05%
851
+261
ITA icon
116
iShares US Aerospace & Defense ETF
ITA
$14B
$238K 0.05%
1,090
DRIV icon
117
Global X Autonomous & Electric Vehicles ETF
DRIV
$459M
$238K 0.05%
7,782
WMT icon
118
Walmart Inc
WMT
$975B
$234K 0.05%
1,881
+44
ABNB icon
119
Airbnb
ABNB
$83.5B
$228K 0.05%
1,805
IJK icon
120
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$226K 0.05%
+2,250
IVW icon
121
iShares S&P 500 Growth ETF
IVW
$74.8B
$226K 0.05%
+2,000
KO icon
122
Coca-Cola
KO
$349B
$225K 0.05%
2,948
+2
APLS
123
DELISTED
Apellis Pharmaceuticals
APLS
$222K 0.04%
5,520
IEUR icon
124
iShares Core MSCI Europe ETF
IEUR
$8.59B
$204K 0.04%
2,907
GS icon
125
Goldman Sachs
GS
$321B
$202K 0.04%
239
3 4
5
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