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
$586M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$12.5M
3 +$4.52M
4
TSLA icon
Tesla
TSLA
+$1.96M
5
COIN icon
Coinbase
COIN
+$1.48M

Top Sells

1 +$14.4M
2 +$5.84M
3 +$205K
4
RIVN icon
Rivian
RIVN
+$197K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$121K

Sector Composition

1 Consumer Discretionary 57.79%
2 Technology 19.42%
3 Financials 3%
4 Communication Services 1.47%
5 Industrials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$60.8K 0.01%
+12,987
102
$40.2K 0.01%
19,051
103
$38.4K 0.01%
12,267
104
-1,350