SDH
Sloy Dahl & Holst Portfolio holdings
AUM
$720M
This Quarter Return
+27%
1 Year Return
+60.67%
3 Year Return
+168.68%
5 Year Return
+493.31%
10 Year Return
–
AUM
$720M
AUM Growth
+$720M
(+26%)
Cap. Flow
+$17.5M
Cap. Flow
% of AUM
2.43%
Top 10 Holdings %
Top 10 Hldgs %
82.32%
Holding
114
New
5
Increased
46
Reduced
16
Closed
3
Top Buys
| 1 |
Coinbase
COIN
|
$4.25M |
| 2 |
Tesla
TSLA
|
$3.62M |
| 3 |
Palantir
PLTR
|
$2.43M |
| 4 |
Direxion Daily TSLA Bull 2X Shares
TSLL
|
$2.36M |
| 5 |
NVIDIA
NVDA
|
$2.08M |
Top Sells
| 1 |
Apple
AAPL
|
$5.86M |
| 2 |
NextEra Energy, Inc.
NEE
|
$202K |
| 3 |
Intel
INTC
|
$201K |
| 4 |
Lam Research
LRCX
|
$48.7K |
| 5 |
TeraWulf
WULF
|
$35.5K |
Sector Composition
| 1 | Consumer Discretionary | 53.25% |
| 2 | Technology | 15.98% |
| 3 | Financials | 6.18% |
| 4 | Communication Services | 1.79% |
| 5 | Industrials | 0.41% |
