SDH

Sloy Dahl & Holst Portfolio holdings

AUM $833M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$833M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$5.88M
3
+$5.35M
4
COIN icon
Coinbase
COIN
+$5.08M
5
BMNG
Leverage Shares 2X Long BMNR Daily ETF
BMNG
+$3.76M

Top Sells

1
+$92.9M
2
+$7.34M
3
+$4.01M
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.53M
5
AAPL icon
Apple
AAPL
+$1.14M

Sector Composition

1 Consumer Discretionary 53.47%
2 Technology 17.09%
3 Financials 4.26%
4 Communication Services 1.3%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
1
Tesla
TSLA
$1.51T
$435M 52.28%
967,982
-209,665
AAPL icon
2
Apple
AAPL
$3.88T
$49.3M 5.92%
181,288
-4,236
NVDA icon
3
NVIDIA
NVDA
$4.31T
$42.3M 5.08%
226,905
+4,141
TSLL icon
4
Direxion Daily TSLA Bull 2X Shares
TSLL
$5.1B
$32.3M 3.87%
1,688,402
+269,324
BTC
5
Grayscale Bitcoin Mini Trust ETF
BTC
$2.86B
$31.3M 3.75%
807,296
+132,586
PLTR icon
6
Palantir
PLTR
$328B
$30M 3.6%
168,762
+20,274
COIN icon
7
Coinbase
COIN
$46.4B
$28.4M 3.42%
125,805
+17,050
ETH
8
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.43B
$20.5M 2.46%
730,741
-46,979
MSFT icon
9
Microsoft
MSFT
$2.92T
$15.7M 1.89%
32,482
-8,012
GBTC icon
10
Grayscale Bitcoin Trust
GBTC
$26.1B
$9.19M 1.1%
134,430
-318
XSOE icon
11
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.01B
$8.91M 1.07%
228,393
-11,022
AMZN icon
12
Amazon
AMZN
$2.25T
$8.28M 0.99%
35,876
-1,819
VIG icon
13
Vanguard Dividend Appreciation ETF
VIG
$105B
$7.67M 0.92%
34,891
-175
ETHA
14
iShares Ethereum Trust ETF
ETHA
$1.11B
$7.06M 0.85%
+314,827
NFLX icon
15
Netflix
NFLX
$406B
$5.74M 0.69%
61,217
-3,193
QDEF icon
16
FlexShares Quality Dividend Defensive Index Fund
QDEF
$512M
$5.72M 0.69%
70,627
+2,003
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.09T
$5.55M 0.67%
11,044
UITB icon
18
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.69B
$5.5M 0.66%
116,092
+8,379
ETHE
19
Grayscale Ethereum Staking ETF Shares
ETHE
$2.15B
$4.59M 0.55%
188,301
-2,790
GBIL icon
20
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.13B
$4.27M 0.51%
42,772
+4,829
JEPQ icon
21
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34.1B
$2.97M 0.36%
51,129
+205
LRCX icon
22
Lam Research
LRCX
$292B
$2.9M 0.35%
16,930
QMAR icon
23
FT Vest Growth-100 Buffer ETF March
QMAR
$464M
$2.68M 0.32%
81,095
-620
GOOG icon
24
Alphabet (Google) Class C
GOOG
$3.77T
$2.34M 0.28%
7,444
-20
BND icon
25
Vanguard Total Bond Market
BND
$152B
$2.26M 0.27%
30,538
+15,526
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