SH

SLT Holdings Portfolio holdings

AUM $150M
1-Year Est. Return 45.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.63M
3
+$735K
4
TSLA icon
Tesla
TSLA
+$678K
5
PLTR icon
Palantir
PLTR
+$651K

Top Sells

1
+$1.5M
2
+$1.47M
3
+$1.06M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$906K
5
COIN icon
Coinbase
COIN
+$617K

Sector Composition

1 Technology 35.93%
2 Consumer Discretionary 6.14%
3 Financials 4.2%
4 Communication Services 3.92%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.89%
24,347
+4,176
27
$1.19M 0.89%
44,764
-3,761
28
$1.09M 0.81%
44,633
+8,145
29
$1.07M 0.8%
6,523
-190
30
$1.02M 0.76%
1,437
+1,058
31
$979K 0.73%
4,782
-46
32
$972K 0.72%
93,137
-9,550
33
$950K 0.71%
6,308
+158
34
$948K 0.71%
4,893
+2,603
35
$895K 0.67%
26,969
-322
36
$838K 0.62%
+4,248
37
$813K 0.61%
7,543
+181
38
$774K 0.58%
16,690
+4,840
39
$772K 0.58%
17,262
-1,619
40
$739K 0.55%
4,164
+539
41
$695K 0.52%
1,719
-884
42
$690K 0.51%
+12,325
43
$669K 0.5%
676
+156
44
$645K 0.48%
3,541
-3,210
45
$642K 0.48%
+12,977
46
$640K 0.48%
5,550
47
$621K 0.46%
1,604
-79
48
$620K 0.46%
+4,613
49
$609K 0.45%
4,550
+1,490
50
$544K 0.41%
1,877
+996
1
2
3 4 5