SDH
Sloy Dahl & Holst Portfolio holdings
AUM
$720M
This Quarter Return
-4.15%
1 Year Return
+60.67%
3 Year Return
+168.68%
5 Year Return
+493.31%
10 Year Return
–
AUM
$699M
AUM Growth
+$699M
(+235%)
Cap. Flow
+$505M
Cap. Flow
% of AUM
72.2%
Top 10 Holdings %
Top 10 Hldgs %
88.11%
Holding
73
New
23
Increased
26
Reduced
10
Closed
10
Top Buys
| 1 |
Tesla
TSLA
|
$136M |
| 2 |
ARK Innovation ETF
ARKK
|
$126M |
| 3 |
ARK Genomic Revolution ETF
ARKG
|
$121M |
| 4 |
Apple
AAPL
|
$52.4M |
| 5 |
Columbia Diversified Fixed Income Allocation ETF
DIAL
|
$17.3M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$6.5M |
| 2 |
Amazon
AMZN
|
$4.71M |
| 3 |
Netflix
NFLX
|
$3.88M |
| 4 |
Alibaba
BABA
|
$2.61M |
| 5 |
Snap
SNAP
|
$1.14M |
Sector Composition
| 1 | Consumer Discretionary | 34.22% |
| 2 | Technology | 17.78% |
| 3 | Communication Services | 2.78% |
| 4 | Materials | 1.57% |
| 5 | Healthcare | 0.65% |
