SDH

Sloy Dahl & Holst Portfolio holdings

AUM $728M
1-Year Est. Return 37.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$944M
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$952K
3
+$862K
4
TSLA icon
Tesla
TSLA
+$776K
5
BMNR
BitMine Immersion Technologies
BMNR
+$686K

Top Sells

1
+$1.74M
2
+$504K
3
+$457K
4
CLSK icon
CleanSpark
CLSK
+$443K
5
CMG icon
Chipotle Mexican Grill
CMG
+$225K

Sector Composition

1 Consumer Discretionary 56.55%
2 Technology 15.75%
3 Financials 4.69%
4 Communication Services 1.32%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.19%
7,464
27
$1.73M 0.18%
20,077
28
$1.59M 0.17%
30,585
29
$1.57M 0.17%
31,082
30
$1.57M 0.17%
16,025
+708
31
$1.53M 0.16%
33,000
32
$1.52M 0.16%
26,651
+2,051
33
$1.44M 0.15%
38,595
+735
34
$1.43M 0.15%
6,050
35
$1.41M 0.15%
27,735
-340
36
$1.36M 0.14%
1,469
+5
37
$1.26M 0.13%
18,098
38
$1.23M 0.13%
7,944
+3,382
39
$1.22M 0.13%
18,828
40
$1.21M 0.13%
23,920
+800
41
$1.2M 0.13%
20,833
+159
42
$1.14M 0.12%
6,155
43
$1.12M 0.12%
1,532
+2
44
$1.12M 0.12%
15,012
+1,854
45
$1.06M 0.11%
3,454
+192
46
$1M 0.11%
22,580
47
$963K 0.1%
20,909
+449
48
$901K 0.1%
1,956
49
$899K 0.1%
31,328
50
$887K 0.09%
7,866
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