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
$586M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$12.5M
3
+$4.52M
4
TSLA icon
Tesla
TSLA
+$1.96M
5
COIN icon
Coinbase
COIN
+$1.48M

Top Sells

1
+$14.4M
2
+$5.84M
3
+$205K
4
RIVN icon
Rivian
RIVN
+$197K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$121K

Sector Composition

1 Consumer Discretionary 57.79%
2 Technology 19.42%
3 Financials 3%
4 Communication Services 1.47%
5 Industrials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$282K 0.05%
2,100
77
$280K 0.05%
2,315
78
$277K 0.05%
2,629
79
$276K 0.05%
478
+5
80
$269K 0.05%
3,423
+82
81
$261K 0.04%
1,114
-138
82
$258K 0.04%
5,383
+18
83
$249K 0.04%
4,960
+128
84
$249K 0.04%
3,285
85
$248K 0.04%
875
-8
86
$247K 0.04%
+4,150
87
$240K 0.04%
+1,385
88
$236K 0.04%
2,405
89
$230K 0.04%
4,000
90
$228K 0.04%
940
91
$228K 0.04%
+3,166
92
$227K 0.04%
2,302
93
$221K 0.04%
+566
94
$213K 0.04%
1,500
95
$209K 0.04%
+4,609
96
$207K 0.04%
+1,615
97
$206K 0.04%
+8,500
98
$201K 0.03%
2,000
-500
99
$201K 0.03%
1,322
100
$117K 0.02%
10,064
-7
1 2 3
4
5