SDH

Sloy Dahl & Holst Portfolio holdings

AUM $944M
1-Year Est. Return 77.58%
This Quarter Est. Return
1 Year Est. Return
+77.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$476M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$548K
3
+$394K
4
COIN icon
Coinbase
COIN
+$274K
5
TSLT icon
T-REX 2X Long Tesla Daily Target ETF
TSLT
+$272K

Top Sells

1
+$6.94M
2
+$468K
3
+$455K
4
TSLL icon
Direxion Daily TSLA Bull 2X Shares
TSLL
+$223K
5
CAT icon
Caterpillar
CAT
+$207K

Sector Composition

1 Consumer Discretionary 54.05%
2 Technology 23.3%
3 Financials 3.71%
4 Communication Services 1.75%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.23%
18,008
-170
27
$966K 0.2%
21,975
+620
28
$944K 0.2%
24,530
29
$939K 0.2%
1,105
30
$865K 0.18%
20,968
31
$833K 0.17%
18,271
+220
32
$806K 0.17%
3,229
-30
33
$801K 0.17%
1,588
34
$791K 0.17%
5,414
+3
35
$789K 0.17%
58,818
+7,679
36
$755K 0.16%
40,200
37
$639K 0.13%
4,087
38
$631K 0.13%
6,919
+160
39
$629K 0.13%
13,920
40
$604K 0.13%
11,076
-129
41
$560K 0.12%
24,940
+1,350
42
$548K 0.12%
+16,056
43
$547K 0.12%
5,965
44
$537K 0.11%
20,650
-2,275
45
$519K 0.11%
2,564
46
$506K 0.11%
4,394
47
$487K 0.1%
3,300
48
$474K 0.1%
12,130
-675
49
$464K 0.1%
23,185
-300
50
$464K 0.1%
29,086
+14,846
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