SDH

Sloy Dahl & Holst Portfolio holdings

AUM $728M
1-Year Est. Return 37.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$944M
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$952K
3
+$862K
4
TSLA icon
Tesla
TSLA
+$776K
5
BMNR
BitMine Immersion Technologies
BMNR
+$686K

Top Sells

1
+$1.74M
2
+$504K
3
+$457K
4
CLSK icon
CleanSpark
CLSK
+$443K
5
CMG icon
Chipotle Mexican Grill
CMG
+$225K

Sector Composition

1 Consumer Discretionary 56.55%
2 Technology 15.75%
3 Financials 4.69%
4 Communication Services 1.32%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$403K 0.04%
672
-2
77
$393K 0.04%
3,435
-31
78
$391K 0.04%
1,500
79
$379K 0.04%
2,265
80
$360K 0.04%
10,000
-116
81
$351K 0.04%
7,715
+250
82
$349K 0.04%
8,030
83
$339K 0.04%
506
+12
84
$331K 0.04%
6,114
+164
85
$328K 0.03%
924
-16
86
$323K 0.03%
12,635
87
$311K 0.03%
12,214
+335
88
$294K 0.03%
897
-8
89
$288K 0.03%
10,740
90
$285K 0.03%
4,172
91
$270K 0.03%
+8,036
92
$269K 0.03%
10,080
93
$266K 0.03%
2,100
94
$257K 0.03%
9,870
+205
95
$257K 0.03%
1,670
96
$252K 0.03%
4,669
97
$250K 0.03%
1,156
-15
98
$249K 0.03%
+1,488
99
$249K 0.03%
2,629
100
$248K 0.03%
3,285
1 2 3
4
5