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
1
$373M 51.87%
1,175,409
+11,408
2
$39.6M 5.51%
193,228
-28,552
3
$37.2M 5.17%
106,213
+12,122
4
$35.1M 4.88%
222,358
+13,138
5
$31.3M 4.35%
655,939
+16,798
6
$20.4M 2.84%
149,749
+17,809
7
$18.3M 2.54%
769,517
+63,910
8
$16.5M 2.29%
1,397,733
+200,029
9
$11.5M 1.6%
135,449
-17
10
$9.21M 1.28%
22,789
+3,923
11
$8.77M 1.22%
65,480
12
$8.19M 1.14%
237,664
+13,417
13
$8.03M 1.12%
36,607
-90
14
$7.42M 1.03%
14,918
+199
15
$7.13M 0.99%
34,854
+321
16
$5.36M 0.75%
11,044
+56
17
$5.01M 0.7%
67,630
+1,270
18
$4.67M 0.65%
99,250
+7,111
19
$4.01M 0.56%
192,235
-2
20
$3.94M 0.55%
59,842
+15,412
21
$3.72M 0.52%
37,163
-180
22
$2.72M 0.38%
49,919
+3,730
23
$2.54M 0.35%
82,065
24
$2.1M 0.29%
42,045
-295
25
$1.65M 0.23%
16,930
-500
1
2 3 4 5