SDH
Sloy Dahl & Holst Portfolio holdings
AUM
$720M
This Quarter Return
+18.85%
1 Year Return
+60.67%
3 Year Return
+168.68%
5 Year Return
+493.31%
10 Year Return
–
AUM
$586M
AUM Growth
+$586M
(+23%)
Cap. Flow
+$23.6M
Cap. Flow
% of AUM
4.03%
Top 10 Holdings %
Top 10 Hldgs %
85.5%
Holding
104
New
14
Increased
35
Reduced
25
Closed
1
Top Buys
| 1 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
$16.4M |
| 2 |
ETH
Grayscale Ethereum Mini Trust ETF
ETH
|
$12.5M |
| 3 |
ETHE
Grayscale Ethereum Trust ETF
ETHE
|
$4.52M |
| 4 |
Tesla
TSLA
|
$1.96M |
| 5 |
Coinbase
COIN
|
$1.48M |
Top Sells
| 1 |
Grayscale Bitcoin Trust
GBTC
|
$12.3M |
| 2 |
Apple
AAPL
|
$5.84M |
| 3 |
Simon Property Group
SPG
|
$205K |
| 4 |
Rivian
RIVN
|
$197K |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$121K |
Sector Composition
| 1 | Consumer Discretionary | 57.79% |
| 2 | Technology | 19.42% |
| 3 | Financials | 3% |
| 4 | Communication Services | 1.47% |
| 5 | Industrials | 0.46% |
