SDH
Sloy Dahl & Holst Portfolio holdings
AUM
$944M
1-Year Est. Return
77.58%
1 Year Est. Return
+77.58%
AUM
$572M
AUM Growth
-$217M
(-27%)
Holding
115
Top Buys
| 1 | +$10.6M | |
| 2 | +$5.61M | |
| 3 | +$921K | |
| 4 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$838K |
| 5 |
PWRD
TCW Transform Systems ETF
PWRD
|
+$723K |
Top Sells
| 1 | +$15.3M | |
| 2 | +$7.03M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard High Dividend Yield ETF
VYM
$64.6B
| $208K | 0.04% |
1,615
|
|
||
102
Convergence Long/Short Equity ETF
CLSE
$216M
| $204K | 0.04% |
9,435
+425
|
|
||
103
FT Vest International Equity Moderate Buffer ETF March
YMAR
$138M
| $204K | 0.04% |
+8,500
|
|
||
104
NextEra Energy
NEE
$175B
| $202K | 0.04% |
2,853
|
|
||
105
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
| $201K | 0.04% |
2,000
|
|
||
106
Chipotle Mexican Grill
CMG
$56B
| $201K | 0.04% |
4,000
|
|
||
107
Intel
INTC
$175B
| $201K | 0.04% |
8,836
-1,390
|
|
||
108
NuScale Power
SMR
$6.38B
| $143K | 0.03% |
10,116
+52
|
|
||
109
TeraWulf
WULF
$5.68B
| $35.5K | 0.01% |
12,987
|
|
||
110
Vanguard Small-Cap ETF
VB
$67B
| – | – |
-951
|
|
||
|
HIVE
111
HIVE Digital Technologies
HIVE
$1.35B
| – | – |
-12,267
|
|
||
112
The Greenbrier Companies
GBX
$1.4B
| – | – |
-3,455
|
|
||
|
BITF
113
Bitfarms
BITF
$2.92B
| – | – |
-19,051
|
|
||
|
114
Boeing
BA
$160B
| – | – |
-1,322
|
|
||
115
SPDR S&P Biotech ETF
XBI
$6.25B
| – | – |
-2,302
|
|