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
$209M
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$7.43M
2 +$4.5M
3 +$2.4M
4
BABA icon
Alibaba
BABA
+$2.28M
5
AMZN icon
Amazon
AMZN
+$2.19M

Top Sells

1 +$132M
2 +$76.8M
3 +$6.17M
4
ZM icon
Zoom
ZM
+$2.55M
5
FSLY icon
Fastly
FSLY
+$2.04M

Sector Composition

1 Consumer Discretionary 49.12%
2 Technology 33.58%
3 Communication Services 9.02%
4 Financials 1.27%
5 Industrials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,736
52
-25,774
53
-8,532