SDH

Sloy Dahl & Holst Portfolio holdings

AUM $833M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$720M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.83M
3
+$2.32M
4
PLTR icon
Palantir
PLTR
+$2.09M
5
NVDA icon
NVIDIA
NVDA
+$1.65M

Top Sells

1
+$5.77M
2
+$202K
3
+$201K
4
LRCX icon
Lam Research
LRCX
+$39.7K
5
WULF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$692K 0.1%
3,167
52
$654K 0.09%
30,120
+795
53
$653K 0.09%
4,562
-40
54
$642K 0.09%
+39,123
55
$615K 0.09%
14,508
+120
56
$599K 0.08%
20,250
+180
57
$584K 0.08%
+20,040
58
$547K 0.08%
5,965
59
$539K 0.07%
6,852
+271
60
$513K 0.07%
10,356
+452
61
$505K 0.07%
31,328
62
$504K 0.07%
32,137
63
$496K 0.07%
36,118
-1
64
$483K 0.07%
1,318
-14
65
$472K 0.07%
11,140
66
$463K 0.06%
5,250
+2,580
67
$457K 0.06%
3,300
68
$450K 0.06%
6,511
+279
69
$446K 0.06%
15,075
70
$444K 0.06%
6,253
+879
71
$443K 0.06%
40,172
72
$436K 0.06%
1,557
+63
73
$430K 0.06%
3,466
-53
74
$428K 0.06%
7,608
75
$424K 0.06%
10,650
1 2
3
4 5