SDH
Sloy Dahl & Holst Portfolio holdings
AUM
$720M
This Quarter Return
+49.57%
1 Year Return
+60.67%
3 Year Return
+168.68%
5 Year Return
+493.31%
10 Year Return
–
AUM
$443M
AUM Growth
+$443M
(+55%)
Cap. Flow
+$41.2M
Cap. Flow
% of AUM
9.3%
Top 10 Holdings %
Top 10 Hldgs %
90.06%
Holding
70
New
4
Increased
23
Reduced
14
Closed
2
Top Buys
| 1 |
Tesla
TSLA
|
$32.7M |
| 2 |
Apple
AAPL
|
$5.1M |
| 3 |
NVIDIA
NVDA
|
$4.13M |
| 4 |
Enphase Energy
ENPH
|
$1.66M |
| 5 |
Vanguard Large-Cap ETF
VV
|
$344K |
Top Sells
| 1 |
MP Materials
MP
|
$1.01M |
| 2 |
Netflix
NFLX
|
$724K |
| 3 |
Amazon
AMZN
|
$693K |
| 4 |
Roblox
RBLX
|
$583K |
| 5 |
Meta Platforms (Facebook)
META
|
$519K |
Sector Composition
| 1 | Consumer Discretionary | 58.81% |
| 2 | Technology | 28.58% |
| 3 | Financials | 1.46% |
| 4 | Communication Services | 1.24% |
| 5 | Materials | 1.08% |
