SDH
Sloy Dahl & Holst Portfolio holdings
AUM
$720M
This Quarter Return
-3.81%
1 Year Return
+60.67%
3 Year Return
+168.68%
5 Year Return
+493.31%
10 Year Return
–
AUM
$424M
AUM Growth
+$424M
(-13%)
Cap. Flow
-$1.28M
Cap. Flow
% of AUM
-0.3%
Top 10 Holdings %
Top 10 Hldgs %
85.21%
Holding
96
New
8
Increased
34
Reduced
15
Closed
10
Top Buys
| 1 |
Grayscale Bitcoin Trust
GBTC
|
$33M |
| 2 |
Tesla
TSLA
|
$5.93M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$1.09M |
| 4 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
$444K |
| 5 |
CleanSpark
CLSK
|
$302K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$23.2M |
| 2 |
Apple
AAPL
|
$6.16M |
| 3 |
Enphase Energy
ENPH
|
$4.68M |
| 4 |
Rivian
RIVN
|
$4.28M |
| 5 |
Valkyrie ETF Trust II CoinShares Bitcoin and Ether ETF
BTF
|
$2.36M |
Sector Composition
| 1 | Consumer Discretionary | 50.15% |
| 2 | Technology | 21.21% |
| 3 | Financials | 4.55% |
| 4 | Communication Services | 1.88% |
| 5 | Industrials | 0.62% |
