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SDH
Sloy Dahl & Holst Portfolio holdings
AUM
$728M
1-Year Est. Return
37.66%
This Fund
S&P 500
This Quarter
Est. Return
-3.17%
1 Year Est. Return
+37.66%
3 Year Est. Return
+130.85%
5 Year Est. Return
+194.17%
10 Year Est. Return
–
AUM
$833M
AUM Growth
-$111M
(-12%)
Cap. Flow
-$70M
Cap. Flow
% of AUM
-8.41%
Top 10 Holdings %
Top 10 Hldgs %
83.38%
Holding
122
New
6
Increased
37
Reduced
35
Closed
7
Top Buys
| 1 |
ETHA
iShares Ethereum Trust ETF
ETHA
|
+$8.23M |
| 2 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$5.88M |
| 3 |
Direxion Daily TSLA Bull 2X ETF
TSLL
|
+$5.35M |
| 4 |
Coinbase
COIN
|
+$5.08M |
| 5 |
BMNG
Leverage Shares 2X Long BMNR Daily ETF
BMNG
|
+$3.76M |
Top Sells
| 1 |
Tesla
TSLA
|
+$92.9M |
| 2 |
Strategy Inc
MSTR
|
+$7.34M |
| 3 |
Microsoft
MSFT
|
+$4.01M |
| 4 |
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
|
+$1.53M |
| 5 |
Apple
AAPL
|
+$1.14M |
Sector Composition
| 1 | Consumer Discretionary | 53.47% |
| 2 | Technology | 17.09% |
| 3 | Financials | 4.26% |
| 4 | Communication Services | 1.3% |
| 5 | Industrials | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.48T
| $435M | 52.28% |
967,982
-209,665
| -18% | -$92.9M |
|
|
2
Apple
AAPL
$4.66T
| $49.3M | 5.92% |
181,288
-4,236
| -2% | -$1.14M |
|
3
NVIDIA
NVDA
$4.93T
| $42.3M | 5.08% |
226,905
+4,141
| +2% | +$771K |
|
|
4
Direxion Daily TSLA Bull 2X ETF
TSLL
$4.17B
| $32.3M | 3.87% |
1,688,402
+269,324
| +19% | +$5.35M |
|
|
BTC
5
Grayscale Bitcoin Mini Trust ETF
BTC
$3.3B
| $31.3M | 3.75% |
807,296
+132,586
| +20% | +$5.88M |
|
6
Palantir
PLTR
$312B
| $30M | 3.6% |
168,762
+20,274
| +14% | +$3.67M |
|
|
7
Coinbase
COIN
$41.5B
| $28.4M | 3.42% |
125,805
+17,050
| +16% | +$5.08M |
|
|
ETH
8
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.62B
| $20.5M | 2.46% |
730,741
-46,979
| -6% | -$1.53M |
|
|
9
Microsoft
MSFT
$2.9T
| $15.7M | 1.89% |
32,482
-8,012
| -20% | -$4.01M |
|
10
Grayscale Bitcoin Trust
GBTC
$9.35B
| $9.19M | 1.1% |
134,430
-318
| -0.2% | -$24.9K |
|
11
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.09B
| $8.91M | 1.07% |
228,393
-11,022
| -5% | -$426K |
|
12
Amazon
AMZN
$2.66T
| $8.28M | 0.99% |
35,876
-1,819
| -5% | -$416K |
|
13
Vanguard Dividend Appreciation ETF
VIG
$111B
| $7.67M | 0.92% |
34,891
-175
| -0.5% | -$38.2K |
|
|
ETHA
14
iShares Ethereum Trust ETF
ETHA
$4.9B
| $7.06M | 0.85% |
+314,827
| New | +$8.23M |
|
15
Netflix
NFLX
$311B
| $5.74M | 0.69% |
61,217
-3,193
| -5% | -$344K |
|
16
FlexShares Quality Dividend Defensive Index Fund
QDEF
$540M
| $5.72M | 0.69% |
70,627
+2,003
| +3% | +$161K |
|
17
Berkshire Hathaway Class B
BRK.B
$1.07T
| $5.55M | 0.67% |
11,044
| – | – |
|
18
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.65B
| $5.5M | 0.66% |
116,092
+8,379
| +8% | +$399K |
|
|
ETHE
19
Grayscale Ethereum Staking ETF Shares
ETHE
$1.44B
| $4.59M | 0.55% |
188,301
-2,790
| -1% | -$79.3K |
|
20
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.68B
| $4.27M | 0.51% |
42,772
+4,829
| +13% | +$483K |
|
21
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.8B
| $2.97M | 0.36% |
51,129
+205
| +0.4% | +$11.9K |
|
22
Lam Research
LRCX
$413B
| $2.9M | 0.35% |
16,930
| – | – |
|
23
FT Vest Growth-100 Buffer ETF March
QMAR
$563M
| $2.68M | 0.32% |
81,095
-620
| -0.8% | -$20.2K |
|
24
Alphabet (Google) Class C
GOOG
$4.28T
| $2.34M | 0.28% |
7,444
-20
| -0.3% | -$5.73K |
|
25
Vanguard Total Bond Market
BND
$158B
| $2.26M | 0.27% |
30,538
+15,526
| +103% | +$1.16M |
|
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