SAS
Stelac Advisory Services Portfolio holdings
AUM
$289M
1-Year Est. Return
20.41%
1 Year Est. Return
+20.41%
AUM
$263M
AUM Growth
+$20.5M
(+8.5%)
Holding
111
Top Buys
| 1 | +$9.63M | |
| 2 | +$5.5M | |
| 3 | +$3.35M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.1M |
| 5 |
Enphase Energy
ENPH
|
+$1.61M |
Top Sells
| 1 | +$6.11M | |
| 2 | +$5.64M | |
| 3 | +$3.42M | |
| 4 |
iShares Select Dividend ETF
DVY
|
+$1.57M |
| 5 |
lululemon athletica
LULU
|
+$963K |
Sector Composition
| 1 | Technology | 16.67% |
| 2 | Real Estate | 6.77% |
| 3 | Communication Services | 6.49% |
| 4 | Financials | 5.62% |
| 5 | Healthcare | 3.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Invesco Leisure and Entertainment ETF
PEJ
$335M
| $107K | 0.04% |
+1,880
|
|
||
102
Uber
UBER
$190B
| $105K | 0.04% |
+1,121
|
|
||
103
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $103K | 0.04% |
2,055
|
|
||
104
iShares MSCI Indonesia ETF
EIDO
$319M
| $103K | 0.04% |
+5,850
|
|
||
105
Apellis Pharmaceuticals
APLS
$2.57B
| – | – |
-5,520
|
|
||
106
Salesforce
CRM
$232B
| – | – |
-12,761
|
|
||
107
Walt Disney
DIS
$189B
| – | – |
-61,938
|
|
||
108
iShares China Large-Cap ETF
FXI
$6.85B
| – | – |
-3,263
|
|
||
109
Global X Genomics & Biotechnology ETF
GNOM
$54.2M
| – | – |
-3,751
|
|
||
110
Intel
INTC
$169B
| – | – |
-5,086
|
|
||
111
WisdomTree Cloud Computing Fund
WCLD
$321M
| – | – |
-4,296
|
|