SDH
Sloy Dahl & Holst Portfolio holdings
AUM
$720M
This Quarter Return
+63.17%
1 Year Return
+60.67%
3 Year Return
+168.68%
5 Year Return
+493.31%
10 Year Return
–
AUM
$263M
AUM Growth
+$263M
(+24%)
Cap. Flow
+$124M
Cap. Flow
% of AUM
47.19%
Top 10 Holdings %
Top 10 Hldgs %
90.89%
Holding
45
New
6
Increased
13
Reduced
10
Closed
8
Top Buys
| 1 |
Tesla
TSLA
|
$98.9M |
| 2 |
Apple
AAPL
|
$41.4M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$4.81M |
| 4 |
Enphase Energy
ENPH
|
$3.55M |
| 5 |
Zoom
ZM
|
$2.11M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$9.72M |
| 2 |
Alibaba
BABA
|
$7.81M |
| 3 |
Amazon
AMZN
|
$4.32M |
| 4 |
Netflix
NFLX
|
$2.86M |
| 5 |
Snap
SNAP
|
$2.47M |
Sector Composition
| 1 | Consumer Discretionary | 54.9% |
| 2 | Technology | 36% |
| 3 | Communication Services | 4.23% |
| 4 | Financials | 0.62% |
| 5 | Industrials | 0.57% |
