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
$476M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$548K
3
+$394K
4
COIN icon
Coinbase
COIN
+$274K
5
TSLT icon
T-REX 2X Long Tesla Daily Target ETF
TSLT
+$272K

Top Sells

1
+$6.94M
2
+$468K
3
+$455K
4
TSLL icon
Direxion Daily TSLA Bull 2X Shares
TSLL
+$223K
5
CAT icon
Caterpillar
CAT
+$207K

Sector Composition

1 Consumer Discretionary 54.05%
2 Technology 23.3%
3 Financials 3.71%
4 Communication Services 1.75%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$446K 0.09%
3,160
52
$442K 0.09%
2,424
-1,046
53
$437K 0.09%
14,104
54
$424K 0.09%
4,266
-206
55
$402K 0.08%
5,575
56
$399K 0.08%
15,075
57
$394K 0.08%
+19,824
58
$376K 0.08%
4,984
59
$364K 0.08%
1,056
60
$356K 0.07%
4,828
61
$355K 0.07%
1,500
62
$352K 0.07%
14,973
+1,723
63
$347K 0.07%
1,435
64
$337K 0.07%
5,583
65
$318K 0.07%
636
66
$301K 0.06%
2,629
67
$292K 0.06%
609
+2
68
$291K 0.06%
7,680
69
$272K 0.06%
+21,483
70
$259K 0.05%
473
+5
71
$256K 0.05%
3,341
72
$255K 0.05%
1,252
73
$252K 0.05%
2,500
74
$251K 0.05%
4,000
75
$249K 0.05%
2,100
1 2
3
4