SDH
Sloy Dahl & Holst Portfolio holdings
AUM
$720M
This Quarter Return
-24.76%
1 Year Return
+60.67%
3 Year Return
+168.68%
5 Year Return
+493.31%
10 Year Return
–
AUM
$572M
AUM Growth
+$572M
(-27%)
Cap. Flow
-$1.08M
Cap. Flow
% of AUM
-0.19%
Top 10 Holdings %
Top 10 Hldgs %
81.07%
Holding
115
New
6
Increased
39
Reduced
32
Closed
6
Top Buys
| 1 |
Direxion Daily TSLA Bull 2X Shares
TSLL
|
$10.6M |
| 2 |
Coinbase
COIN
|
$5.61M |
| 3 |
Palantir
PLTR
|
$921K |
| 4 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
$838K |
| 5 |
PWRD
TCW Transform Systems ETF
PWRD
|
$723K |
Top Sells
| 1 |
Tesla
TSLA
|
$15.3M |
| 2 |
Apple
AAPL
|
$7.03M |
| 3 |
NVIDIA
NVDA
|
$1.5M |
| 4 |
T-REX 2X Long Tesla Daily Target ETF
TSLT
|
$283K |
| 5 |
Boeing
BA
|
$234K |
Sector Composition
| 1 | Consumer Discretionary | 54.28% |
| 2 | Technology | 16.92% |
| 3 | Financials | 4.13% |
| 4 | Communication Services | 1.69% |
| 5 | Energy | 0.44% |
