SDH

Sloy Dahl & Holst Portfolio holdings

AUM $728M
1-Year Est. Return 37.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$944M
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$952K
3
+$862K
4
TSLA icon
Tesla
TSLA
+$776K
5
BMNR
BitMine Immersion Technologies
BMNR
+$686K

Top Sells

1
+$1.74M
2
+$504K
3
+$457K
4
CLSK icon
CleanSpark
CLSK
+$443K
5
CMG icon
Chipotle Mexican Grill
CMG
+$225K

Sector Composition

1 Consumer Discretionary 56.55%
2 Technology 15.75%
3 Financials 4.69%
4 Communication Services 1.32%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$879K 0.09%
3,127
-40
52
$847K 0.09%
19,280
+41
53
$798K 0.08%
2,529
-35
54
$751K 0.08%
14,900
+210
55
$727K 0.08%
30,350
+230
56
$703K 0.07%
+13,546
57
$648K 0.07%
14,508
58
$647K 0.07%
20,040
59
$629K 0.07%
20,250
60
$625K 0.07%
7,608
61
$572K 0.06%
7,254
+402
62
$549K 0.06%
11,104
+748
63
$547K 0.06%
5,965
64
$539K 0.06%
2,218
-4
65
$534K 0.06%
1,318
66
$506K 0.05%
6,882
+371
67
$492K 0.05%
11,140
68
$486K 0.05%
6,616
+388
69
$476K 0.05%
10,880
+230
70
$469K 0.05%
5,250
71
$469K 0.05%
15,075
72
$456K 0.05%
745
+45
73
$451K 0.05%
30,713
-5,405
74
$442K 0.05%
6,338
+85
75
$426K 0.05%
+11,402
1 2
3
4 5