SDH

Sloy Dahl & Holst Portfolio holdings

AUM $833M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$720M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.83M
3
+$2.32M
4
PLTR icon
Palantir
PLTR
+$2.09M
5
NVDA icon
NVIDIA
NVDA
+$1.65M

Top Sells

1
+$5.77M
2
+$202K
3
+$201K
4
LRCX icon
Lam Research
LRCX
+$39.7K
5
WULF icon
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
$226K 0.03%
9,665
+230
102
$225K 0.03%
4,000
103
$224K 0.03%
839
104
$224K 0.03%
3,166
105
$219K 0.03%
1,700
106
$217K 0.03%
8,500
107
$212K 0.03%
+894
108
$209K 0.03%
1,565
-50
109
$208K 0.03%
910
110
$207K 0.03%
+2,121
111
$201K 0.03%
2,000
112
– –
-8,836
113
– –
-2,853
114
– –
-12,987
1 2 3 4
5