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
$789M
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$4.85M
3
+$4.75M
4
TSLL icon
Direxion Daily TSLA Bull 2X Shares
TSLL
+$2.35M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$1.4M

Top Sells

1
+$20.8M
2
+$13.5M
3
+$830K
4
NCLH icon
Norwegian Cruise Line
NCLH
+$643K
5
AMZN icon
Amazon
AMZN
+$459K

Sector Composition

1 Consumer Discretionary 63.96%
2 Technology 14.7%
3 Financials 2.82%
4 Communication Services 1.25%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.18%
31,696
27
$1.45M 0.18%
7,596
28
$1.43M 0.18%
33,000
29
$1.42M 0.18%
30,585
30
$1.38M 0.18%
6,050
+50
31
$1.32M 0.17%
26,275
+675
32
$1.26M 0.16%
17,430
33
$1.25M 0.16%
1,361
+200
34
$1.22M 0.15%
21,490
-485
35
$1.16M 0.15%
17,718
+150
36
$987K 0.13%
24,215
37
$980K 0.12%
3,633
+474
38
$949K 0.12%
17,891
+1,835
39
$922K 0.12%
16,326
+2,930
40
$896K 0.11%
1,530
-58
41
$875K 0.11%
6,049
+255
42
$860K 0.11%
19,791
+330
43
$850K 0.11%
7,906
+3,468
44
$809K 0.1%
20,225
-1,632
45
$797K 0.1%
11,089
+5,340
46
$765K 0.1%
30,235
+1,440
47
$723K 0.09%
12,560
+8,410
48
$720K 0.09%
14,200
+4,300
49
$671K 0.09%
7,829
-200
50
$667K 0.08%
4,602
+70
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2
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