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
$572M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.61M
3
+$921K
4
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$838K
5
PWRD
TCW Transform Systems ETF
PWRD
+$723K

Top Sells

1
+$15.3M
2
+$7.03M
3
+$1.5M
4
TSLT icon
T-REX 2X Long Tesla Daily Target ETF
TSLT
+$283K
5
BA icon
Boeing
BA
+$234K

Sector Composition

1 Consumer Discretionary 54.28%
2 Technology 16.92%
3 Financials 4.13%
4 Communication Services 1.69%
5 Energy 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$672K 0.12%
7,194
-635
52
$642K 0.11%
2,619
53
$615K 0.11%
29,325
+4,200
54
$547K 0.1%
5,965
55
$532K 0.09%
20,070
56
$527K 0.09%
3,300
57
$515K 0.09%
6,581
+672
58
$488K 0.09%
1,332
59
$484K 0.08%
9,904
+1,056
60
$450K 0.08%
36,119
-7,052
61
$443K 0.08%
3,167
+7
62
$442K 0.08%
11,140
-660
63
$409K 0.07%
31,328
-21,666
64
$399K 0.07%
10,650
-380
65
$399K 0.07%
15,075
66
$387K 0.07%
6,232
-973
67
$386K 0.07%
1,494
-172
68
$372K 0.07%
1,500
69
$370K 0.06%
32,137
-2,934
70
$347K 0.06%
3,519
-403
71
$344K 0.06%
7,910
+230
72
$343K 0.06%
2,217
+2
73
$341K 0.06%
5,374
74
$338K 0.06%
657
75
$324K 0.06%
2,100
1 2
3
4 5