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
$586M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$12.5M
3
+$4.52M
4
TSLA icon
Tesla
TSLA
+$1.96M
5
COIN icon
Coinbase
COIN
+$1.48M

Top Sells

1
+$14.4M
2
+$5.84M
3
+$205K
4
RIVN icon
Rivian
RIVN
+$197K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$121K

Sector Composition

1 Consumer Discretionary 57.79%
2 Technology 19.42%
3 Financials 3%
4 Communication Services 1.47%
5 Industrials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$535K 0.09%
32,981
+13,157
52
$520K 0.09%
4,438
+44
53
$509K 0.09%
5,754
+770
54
$504K 0.09%
+9,900
55
$473K 0.08%
11,800
-330
56
$463K 0.08%
41,251
-17,567
57
$448K 0.08%
3,300
58
$434K 0.07%
1,071
+15
59
$432K 0.07%
5,749
+174
60
$411K 0.07%
4,277
+11
61
$407K 0.07%
15,075
62
$406K 0.07%
21,483
63
$401K 0.07%
42,923
+13,837
64
$393K 0.07%
1,500
65
$386K 0.07%
2,325
-99
66
$381K 0.07%
1,443
+8
67
$363K 0.06%
5,612
+29
68
$359K 0.06%
12,392
+4,050
69
$351K 0.06%
+7,540
70
$336K 0.06%
636
71
$331K 0.06%
14,104
72
$322K 0.06%
7,680
73
$319K 0.05%
12,465
-2,508
74
$304K 0.05%
4,200
-628
75
$297K 0.05%
609
1 2
3
4 5