SDH
Sloy Dahl & Holst Portfolio holdings
AUM
$720M
This Quarter Return
+41.48%
1 Year Return
+60.67%
3 Year Return
+168.68%
5 Year Return
+493.31%
10 Year Return
–
AUM
$789M
AUM Growth
+$789M
(+35%)
Cap. Flow
-$249M
Cap. Flow
% of AUM
-31.63%
Top 10 Holdings %
Top 10 Hldgs %
86.7%
Holding
115
New
12
Increased
42
Reduced
24
Closed
6
Top Buys
| 1 |
Palantir
PLTR
|
$7.28M |
| 2 |
Strategy Inc Common Stock Class A
MSTR
|
$4.75M |
| 3 |
Direxion Daily TSLA Bull 2X Shares
TSLL
|
$2.35M |
| 4 |
NVIDIA
NVDA
|
$1.19M |
| 5 |
T-REX 2X Long Tesla Daily Target ETF
TSLT
|
$1.19M |
Top Sells
| 1 |
ETH
Grayscale Ethereum Mini Trust ETF
ETH
|
$140M |
| 2 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
$96.2M |
| 3 |
Apple
AAPL
|
$20.8M |
| 4 |
Tesla
TSLA
|
$13.5M |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
$830K |
Sector Composition
| 1 | Consumer Discretionary | 63.96% |
| 2 | Technology | 14.7% |
| 3 | Financials | 2.82% |
| 4 | Communication Services | 1.25% |
| 5 | Industrials | 0.34% |
