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
$789M
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$4.85M
3
+$4.75M
4
TSLL icon
Direxion Daily TSLA Bull 2X Shares
TSLL
+$2.35M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$1.4M

Top Sells

1
+$20.8M
2
+$13.5M
3
+$830K
4
NCLH icon
Norwegian Cruise Line
NCLH
+$643K
5
AMZN icon
Amazon
AMZN
+$459K

Sector Composition

1 Consumer Discretionary 63.96%
2 Technology 14.7%
3 Financials 2.82%
4 Communication Services 1.25%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$206K 0.03%
+9,010
102
$206K 0.03%
1,615
103
$205K 0.03%
10,226
-3,878
104
$205K 0.03%
+2,853
105
$201K 0.03%
2,000
106
$180K 0.02%
10,064
107
$73.5K 0.01%
12,987
108
$35K ﹤0.01%
12,267
109
$28.4K ﹤0.01%
19,051
110
– –
-8,500
111
– –
-4,200
112
– –
-2,405
113
– –
-3,166
114
– –
-566
115
– –
-12,465
1 2 3 4
5