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SDH
Sloy Dahl & Holst Portfolio holdings
AUM
$728M
1-Year Est. Return
37.66%
This Fund
S&P 500
This Quarter
Est. Return
-14.79%
1 Year Est. Return
+37.66%
3 Year Est. Return
+130.85%
5 Year Est. Return
+194.17%
10 Year Est. Return
–
AUM
$728M
AUM Growth
-$104M
(-13%)
Cap. Flow
+$29.5M
Cap. Flow
% of AUM
4.04%
Top 10 Holdings %
Top 10 Hldgs %
82.31%
Holding
118
New
3
Increased
36
Reduced
24
Closed
6
Top Buys
| 1 |
Tesla
TSLA
|
+$20.1M |
| 2 |
Direxion Daily TSLA Bull 2X ETF
TSLL
|
+$10.9M |
| 3 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$1.46M |
| 4 |
Coinbase
COIN
|
+$548K |
| 5 |
Palantir
PLTR
|
+$538K |
Top Sells
| 1 |
Valkyrie ETF Trust II CoinShares Bitcoin and Ether ETF
BTF
|
+$1.59M |
| 2 |
Apple
AAPL
|
+$1.49M |
| 3 |
NVIDIA
NVDA
|
+$850K |
| 4 |
Tradr 2X Long Innovation ETF
TARK
|
+$434K |
| 5 |
Micron Technology
MU
|
+$327K |
Sector Composition
| 1 | Consumer Discretionary | 53.07% |
| 2 | Technology | 17.24% |
| 3 | Financials | 3.99% |
| 4 | Communication Services | 1.45% |
| 5 | Energy | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.48T
| $378M | 51.89% |
1,016,725
+48,743
| +5% | +$20.1M |
|
|
2
Apple
AAPL
$4.66T
| $44.6M | 6.12% |
175,566
-5,722
| -3% | -$1.49M |
|
|
3
NVIDIA
NVDA
$4.93T
| $38.8M | 5.32% |
222,270
-4,635
| -2% | -$850K |
|
|
4
Direxion Daily TSLA Bull 2X ETF
TSLL
$4.17B
| $29M | 3.98% |
2,387,379
+698,977
| +41% | +$10.9M |
|
|
BTC
5
Grayscale Bitcoin Mini Trust ETF
BTC
$3.3B
| $25.5M | 3.5% |
850,614
+43,318
| +5% | +$1.46M |
|
|
6
Palantir
PLTR
$312B
| $25.2M | 3.46% |
172,279
+3,517
| +2% | +$538K |
|
|
7
Coinbase
COIN
$41.5B
| $22.5M | 3.08% |
128,591
+2,786
| +2% | +$548K |
|
|
ETH
8
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.62B
| $14.8M | 2.04% |
747,550
+16,809
| +2% | +$381K |
|
9
Microsoft
MSFT
$2.9T
| $12.1M | 1.66% |
32,651
+169
| +0.5% | +$70.7K |
|
10
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.09B
| $9.17M | 1.26% |
228,676
+283
| +0.1% | +$11.8K |
|
11
Amazon
AMZN
$2.66T
| $7.46M | 1.02% |
35,804
-72
| -0.2% | -$15.9K |
|
12
Vanguard Dividend Appreciation ETF
VIG
$111B
| $7.42M | 1.02% |
34,495
-396
| -1% | -$88.3K |
|
13
Grayscale Bitcoin Trust
GBTC
$9.35B
| $7.04M | 0.97% |
133,438
-992
| -0.7% | -$59.1K |
|
14
Netflix
NFLX
$311B
| $5.82M | 0.8% |
60,577
-640
| -1% | -$56.4K |
|
15
FlexShares Quality Dividend Defensive Index Fund
QDEF
$540M
| $5.76M | 0.79% |
72,178
+1,551
| +2% | +$127K |
|
16
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.65B
| $5.49M | 0.75% |
116,813
+721
| +0.6% | +$34.2K |
|
17
Berkshire Hathaway Class B
BRK.B
$1.07T
| $5.22M | 0.72% |
10,890
-154
| -1% | -$75.6K |
|
|
ETHA
18
iShares Ethereum Trust ETF
ETHA
$4.9B
| $4.98M | 0.68% |
314,827
| – | – |
|
19
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.68B
| $4.22M | 0.58% |
42,076
-696
| -2% | -$69.6K |
|
20
Lam Research
LRCX
$413B
| $3.51M | 0.48% |
16,430
-500
| -3% | -$112K |
|
|
ETHE
21
Grayscale Ethereum Staking ETF Shares
ETHE
$1.44B
| $3.2M | 0.44% |
187,658
-643
| -0.3% | -$12.6K |
|
22
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.8B
| $2.92M | 0.4% |
52,534
+1,405
| +3% | +$81.3K |
|
23
FT Vest Growth-100 Buffer ETF March
QMAR
$563M
| $2.69M | 0.37% |
80,095
-1,000
| -1% | -$33.3K |
|
24
Vanguard Total Bond Market
BND
$158B
| $2.27M | 0.31% |
30,824
+286
| +0.9% | +$21.2K |
|
25
FT Vest US Equity Buffer ETF May
FMAY
$1.4B
| $2.21M | 0.3% |
41,845
| – | – |
|
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