SDH
Sloy Dahl & Holst Portfolio holdings
AUM
$720M
This Quarter Return
+24.8%
1 Year Return
+60.67%
3 Year Return
+168.68%
5 Year Return
+493.31%
10 Year Return
–
AUM
$470M
AUM Growth
+$470M
(-0.05%)
Cap. Flow
-$236K
Cap. Flow
% of AUM
-0.05%
Top 10 Holdings %
Top 10 Hldgs %
82.12%
Holding
91
New
–
Increased
–
Reduced
–
Closed
1
Top Buys
No buys this quarter
Top Sells
| 1 |
KSU
Kansas City Southern
KSU
|
$236K |
Sector Composition
| 1 | Consumer Discretionary | 53.15% |
| 2 | Technology | 24.31% |
| 3 | Communication Services | 6.33% |
| 4 | Materials | 2.28% |
| 5 | Financials | 2.18% |
