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
$789M
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$4.85M
3
+$4.75M
4
TSLL icon
Direxion Daily TSLA Bull 2X Shares
TSLL
+$2.35M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$1.4M

Top Sells

1
+$20.8M
2
+$13.5M
3
+$830K
4
NCLH icon
Norwegian Cruise Line
NCLH
+$643K
5
AMZN icon
Amazon
AMZN
+$459K

Sector Composition

1 Consumer Discretionary 63.96%
2 Technology 14.7%
3 Financials 2.82%
4 Communication Services 1.25%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$332K 0.04%
+7,608
77
$330K 0.04%
646
+37
78
$309K 0.04%
7,680
79
$294K 0.04%
2,100
80
$284K 0.04%
1,695
+310
81
$284K 0.04%
482
+4
82
$274K 0.03%
6,215
+832
83
$268K 0.03%
1,114
84
$262K 0.03%
2,265
-50
85
$261K 0.03%
2,629
86
$255K 0.03%
+10,560
87
$254K 0.03%
876
+1
88
$247K 0.03%
+4,172
89
$247K 0.03%
3,285
90
$241K 0.03%
4,000
91
$239K 0.03%
+9,400
92
$237K 0.03%
+9,515
93
$234K 0.03%
1,322
94
$229K 0.03%
+951
95
$228K 0.03%
940
96
$223K 0.03%
1,700
+200
97
$223K 0.03%
4,609
98
$211K 0.03%
+2,910
99
$211K 0.03%
+3,455
100
$207K 0.03%
2,302
1 2 3
4
5