SDH
Sloy Dahl & Holst Portfolio holdings
AUM
$720M
This Quarter Return
+11.41%
1 Year Return
+60.67%
3 Year Return
+168.68%
5 Year Return
+493.31%
10 Year Return
–
AUM
$476M
AUM Growth
+$476M
(+12%)
Cap. Flow
+$36.1M
Cap. Flow
% of AUM
7.57%
Top 10 Holdings %
Top 10 Hldgs %
86.52%
Holding
92
New
6
Increased
21
Reduced
23
Closed
2
Top Buys
| 1 |
NVIDIA
NVDA
|
$23.4M |
| 2 |
Tesla
TSLA
|
$19.1M |
| 3 |
iShares Bitcoin Trust
IBIT
|
$548K |
| 4 |
Marathon Digital Holdings
MARA
|
$394K |
| 5 |
Coinbase
COIN
|
$274K |
Top Sells
| 1 |
Grayscale Bitcoin Trust
GBTC
|
$6.94M |
| 2 |
Valkyrie ETF Trust II CoinShares Bitcoin and Ether ETF
BTF
|
$468K |
| 3 |
Apple
AAPL
|
$455K |
| 4 |
Direxion Daily TSLA Bull 2X Shares
TSLL
|
$223K |
| 5 |
Caterpillar
CAT
|
$207K |
Sector Composition
| 1 | Consumer Discretionary | 54.05% |
| 2 | Technology | 23.3% |
| 3 | Financials | 3.71% |
| 4 | Communication Services | 1.75% |
| 5 | Industrials | 0.48% |
