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
$286M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$5.26M
2 +$258K
3 +$251K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$227K
5
BA icon
Boeing
BA
+$208K

Sector Composition

1 Consumer Discretionary 47.82%
2 Technology 34.45%
3 Communication Services 1.99%
4 Financials 1.79%
5 Materials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,354
77
-1,279
78
-2,032
79
-3,591
80
-5,627