SDH
Sloy Dahl & Holst Portfolio holdings
AUM
$944M
1-Year Est. Return
77.58%
1 Year Est. Return
+77.58%
AUM
$720M
AUM Growth
+$148M
(+26%)
Holding
114
Top Buys
| 1 | +$4.25M | |
| 2 | +$3.62M | |
| 3 | +$2.43M | |
| 4 |
Direxion Daily TSLA Bull 2X Shares
TSLL
|
+$2.36M |
| 5 |
NVIDIA
NVDA
|
+$2.08M |
Top Sells
| 1 | +$5.86M | |
| 2 | +$202K | |
| 3 | +$201K | |
| 4 |
Lam Research
LRCX
|
+$48.7K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Convergence Long/Short Equity ETF
CLSE
$216M
| $226K | 0.03% |
9,665
+230
|
|
||
102
Chipotle Mexican Grill
CMG
$56B
| $225K | 0.03% |
4,000
|
|
||
103
Travelers Companies
TRV
$58.9B
| $224K | 0.03% |
839
|
|
||
104
Coca-Cola
KO
$291B
| $224K | 0.03% |
3,166
|
|
||
105
Kimberly-Clark
KMB
$39.7B
| $219K | 0.03% |
1,700
|
|
||
106
FT Vest International Equity Moderate Buffer ETF March
YMAR
$138M
| $217K | 0.03% |
8,500
|
|
||
107
Vanguard Small-Cap ETF
VB
$67B
| $212K | 0.03% |
+894
|
|
||
108
Vanguard High Dividend Yield ETF
VYM
$64.6B
| $209K | 0.03% |
1,565
-50
|
|
||
109
Waste Management
WM
$85.9B
| $208K | 0.03% |
910
|
|
||
110
Walmart
WMT
$849B
| $207K | 0.03% |
+2,121
|
|
||
111
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
| $201K | 0.03% |
2,000
|
|
||
|
112
TeraWulf
WULF
$5.68B
| – | – |
-12,987
|
|
||
113
NextEra Energy
NEE
$175B
| – | – |
-2,853
|
|
||
114
Intel
INTC
$175B
| – | – |
-8,836
|
|