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SDH

Sloy Dahl & Holst Portfolio holdings

AUM $728M
1-Year Est. Return 37.66%
This Fund
S&P 500
This Quarter Est. Return
-14.79%
1 Year Est. Return
+37.66%
3 Year Est. Return
+130.85%
5 Year Est. Return
+194.17%
10 Year Est. Return
–
AUM
$728M
AUM Growth
-$104M
Cap. Flow
+$29.5M
Cap. Flow %
4.04%
Top 10 Hldgs %
82.31%
Holding
118
New
3
Increased
36
Reduced
24
Closed
6

Top Buys

1
TSLA icon
Tesla
TSLA
+$20.1M
2
TSLL icon
Direxion Daily TSLA Bull 2X ETF
TSLL
+$10.9M
3
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$1.46M
4
COIN icon
Coinbase
COIN
+$548K
5
PLTR icon
Palantir
PLTR
+$538K

Top Sells

1
BTF icon
Valkyrie ETF Trust II CoinShares Bitcoin and Ether ETF
BTF
+$1.59M
2
AAPL icon
Apple
AAPL
+$1.49M
3
NVDA icon
NVIDIA
NVDA
+$850K
4
TARK icon
Tradr 2X Long Innovation ETF
TARK
+$434K
5
MU icon
Micron Technology
MU
+$327K

Sector Composition

1 Consumer Discretionary 53.07%
2 Technology 17.24%
3 Financials 3.99%
4 Communication Services 1.45%
5 Energy 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLE icon
51
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$862K 0.12%
14,073
-665
-5% -$35.7K
VXUS icon
52
Vanguard Total International Stock ETF
VXUS
$153B
$816K 0.11%
10,584
+671
+7% +$53.3K
HEDJ icon
53
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.82B
$779K 0.11%
14,900
– –
VO icon
54
Vanguard Mid-Cap ETF
VO
$106B
$774K 0.11%
10,776
+1,164
+12% +$86.5K
BMNG
55
Leverage Shares 2X Long BMNR Daily ETF
BMNG
$28.1M
$750K 0.1%
30,985
+2,508
+9% +$109K
JPM icon
56
JPMorgan Chase
JPM
$896B
$749K 0.1%
2,547
+18
+0.7% +$5.46K
IGLD icon
57
FT Vest Gold Strategy Target Income ETF
IGLD
$498M
$734K 0.1%
28,750
-1,600
-5% -$43.2K
IBIT icon
58
iShares Bitcoin Trust
IBIT
$45.6B
$725K 0.1%
18,858
+30
+0.2% +$1.3K
GOOGL icon
59
Alphabet (Google) Class A
GOOGL
$4.3T
$646K 0.09%
2,245
+66
+3% +$20.7K
QSPT icon
60
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$620M
$620K 0.09%
20,250
– –
TSLT icon
61
T-REX 2X Long Tesla Daily Target ETF
TSLT
$215M
$533K 0.07%
31,328
– –
BIL icon
62
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$529K 0.07%
5,775
– –
DSEP icon
63
FT Vest US Equity Deep Buffer ETF September
DSEP
$349M
$490K 0.07%
11,140
– –
VWO icon
64
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$472K 0.06%
8,728
+529
+6% +$29.6K
QJUN icon
65
FT Vest Growth-100 Buffer ETF June
QJUN
$651M
$471K 0.06%
15,075
– –
CALF icon
66
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.51B
$468K 0.06%
10,430
– –
TLT icon
67
iShares 20+ Year Treasury Bond ETF
TLT
$41.8B
$443K 0.06%
5,115
+455
+10% +$40K
RTX icon
68
RTX Corp
RTX
$264B
$437K 0.06%
2,265
– –
RIVN icon
69
Rivian
RIVN
$25.1B
$423K 0.06%
28,101
-2,615
-9% -$41.8K
HD icon
70
Home Depot
HD
$336B
$411K 0.06%
1,251
– –
FDL icon
71
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.52B
$408K 0.06%
8,030
– –
GLD icon
72
SPDR Gold Trust
GLD
$129B
$398K 0.05%
924
– –
VB icon
73
Vanguard Small-Cap ETF
VB
$79.7B
$395K 0.05%
1,507
+131
+10% +$35.5K
ITW icon
74
Illinois Tool Works
ITW
$78.1B
$390K 0.05%
1,500
– –
VOO icon
75
Vanguard S&P 500 ETF
VOO
$982B
$387K 0.05%
648
-54
-8% -$33.8K
1 2
3
4 5

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