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
$789M
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$4.85M
3
+$4.75M
4
TSLL icon
Direxion Daily TSLA Bull 2X Shares
TSLL
+$2.35M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$1.4M

Top Sells

1
+$20.8M
2
+$13.5M
3
+$830K
4
NCLH icon
Norwegian Cruise Line
NCLH
+$643K
5
AMZN icon
Amazon
AMZN
+$459K

Sector Composition

1 Consumer Discretionary 63.96%
2 Technology 14.7%
3 Financials 2.82%
4 Communication Services 1.25%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$634K 0.08%
14,490
52
$628K 0.08%
2,619
+20
53
$588K 0.07%
35,071
+2,090
54
$574K 0.07%
43,171
+1,920
55
$555K 0.07%
20,070
56
$545K 0.07%
5,965
57
$527K 0.07%
3,160
58
$518K 0.07%
1,332
+261
59
$485K 0.06%
11,030
+3,490
60
$478K 0.06%
11,800
61
$474K 0.06%
25,125
-550
62
$457K 0.06%
5,909
+2,486
63
$440K 0.06%
1,666
+223
64
$439K 0.06%
3,300
65
$437K 0.06%
3,922
-355
66
$434K 0.06%
8,848
+3,888
67
$425K 0.05%
7,205
+1,593
68
$423K 0.05%
15,075
69
$419K 0.05%
2,215
-110
70
$407K 0.05%
5,374
-380
71
$391K 0.05%
15,200
-25,000
72
$380K 0.05%
1,500
73
$370K 0.05%
40,172
-2,751
74
$354K 0.04%
657
+21
75
$338K 0.04%
12,744
+352
1 2
3
4 5