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
$720M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.83M
3
+$2.32M
4
PLTR icon
Palantir
PLTR
+$2.09M
5
NVDA icon
NVIDIA
NVDA
+$1.65M

Top Sells

1
+$5.77M
2
+$202K
3
+$201K
4
LRCX icon
Lam Research
LRCX
+$39.7K
5
WULF icon
TeraWulf
WULF
+$35.5K

Sector Composition

1 Consumer Discretionary 53.25%
2 Technology 15.98%
3 Financials 6.18%
4 Communication Services 1.79%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.21%
30,585
27
$1.49M 0.21%
31,082
28
$1.48M 0.21%
33,000
29
$1.45M 0.2%
1,464
+110
30
$1.42M 0.2%
28,075
-100
31
$1.41M 0.2%
20,077
32
$1.4M 0.19%
24,600
+2,895
33
$1.39M 0.19%
6,050
34
$1.38M 0.19%
15,317
+2,035
35
$1.32M 0.18%
7,464
+178
36
$1.21M 0.17%
37,860
37
$1.21M 0.17%
18,098
+230
38
$1.17M 0.16%
23,120
39
$1.15M 0.16%
18,828
40
$1.14M 0.16%
20,674
+248
41
$1.13M 0.16%
1,530
42
$969K 0.13%
13,158
+630
43
$967K 0.13%
22,580
44
$940K 0.13%
6,155
45
$931K 0.13%
3,262
+17
46
$922K 0.13%
20,460
+316
47
$848K 0.12%
7,866
-40
48
$832K 0.12%
19,239
+39
49
$743K 0.1%
2,564
-55
50
$707K 0.1%
14,690
1
2
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