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
$547M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$3.62M
2 +$637K
3 +$240K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$232K
5
IDA icon
Idacorp
IDA
+$203K

Sector Composition

1 Consumer Discretionary 61.21%
2 Technology 26.75%
3 Financials 1.42%
4 Communication Services 1.25%
5 Materials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$201K 0.04%
+451
77
-5,737
78
-2,139
79
-1,872