SDH

Sloy Dahl & Holst Portfolio holdings

AUM $833M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$720M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.83M
3
+$2.32M
4
PLTR icon
Palantir
PLTR
+$2.09M
5
NVDA icon
NVIDIA
NVDA
+$1.65M

Top Sells

1
+$5.77M
2
+$202K
3
+$201K
4
LRCX icon
Lam Research
LRCX
+$39.7K
5
WULF icon
TeraWulf
WULF
+$35.5K

Sector Composition

1 Consumer Discretionary 53.25%
2 Technology 15.98%
3 Financials 6.18%
4 Communication Services 1.79%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$400K 0.06%
10,116
77
$398K 0.06%
700
+43
78
$392K 0.05%
2,222
+5
79
$372K 0.05%
674
+20
80
$371K 0.05%
1,500
81
$336K 0.05%
8,030
+120
82
$334K 0.05%
7,465
+1,395
83
$331K 0.05%
2,265
84
$313K 0.04%
12,635
+410
85
$308K 0.04%
15,200
86
$306K 0.04%
494
+8
87
$305K 0.04%
2,100
88
$294K 0.04%
5,950
+179
89
$289K 0.04%
4,172
90
$288K 0.04%
11,879
+205
91
$287K 0.04%
940
92
$282K 0.04%
10,740
93
$275K 0.04%
905
94
$266K 0.04%
1,670
-25
95
$252K 0.03%
10,080
+165
96
$248K 0.03%
3,285
97
$248K 0.03%
841
98
$245K 0.03%
+1,171
99
$245K 0.03%
4,669
100
$236K 0.03%
2,629
1 2 3
4
5