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
$572M
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.61M
3
+$921K
4
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$838K
5
PWRD
TCW Transform Systems ETF
PWRD
+$723K

Top Sells

1
+$15.3M
2
+$7.03M
3
+$1.5M
4
TSLT icon
T-REX 2X Long Tesla Daily Target ETF
TSLT
+$283K
5
BA icon
Boeing
BA
+$234K

Sector Composition

1 Consumer Discretionary 54.28%
2 Technology 16.92%
3 Financials 4.13%
4 Communication Services 1.69%
5 Energy 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$307K 0.05%
654
+8
77
$300K 0.05%
2,265
78
$296K 0.05%
11,674
-1,070
79
$292K 0.05%
12,225
+1,665
80
$289K 0.05%
1,695
81
$288K 0.05%
15,200
82
$276K 0.05%
2,629
83
$273K 0.05%
486
+4
84
$273K 0.05%
10,740
+1,340
85
$271K 0.05%
940
86
$270K 0.05%
40,172
87
$261K 0.05%
5,771
-444
88
$257K 0.05%
4,172
89
$249K 0.04%
905
+29
90
$248K 0.04%
3,285
91
$243K 0.04%
9,915
+400
92
$243K 0.04%
+2,670
93
$242K 0.04%
1,700
94
$233K 0.04%
4,669
+60
95
$227K 0.04%
+3,166
96
$222K 0.04%
839
-275
97
$217K 0.04%
7,608
98
$211K 0.04%
+910
99
$209K 0.04%
+841
100
$209K 0.04%
+6,070
1 2 3
4
5