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
51
$538K 0.4%
+5,742
52
$511K 0.38%
+14,285
53
$509K 0.38%
2,249
+106
54
$502K 0.37%
666
+67
55
$499K 0.37%
15,263
-6,181
56
$496K 0.37%
23,755
-12,650
57
$481K 0.36%
11,184
+70
58
$477K 0.36%
+12,050
59
$463K 0.35%
18,572
60
$444K 0.33%
28,340
-14,460
61
$426K 0.32%
689
+5
62
$405K 0.3%
+8,125
63
$404K 0.3%
22,181
+4,468
64
$403K 0.3%
+22,250
65
$391K 0.29%
+2,400
66
$386K 0.29%
+91,750
67
$376K 0.28%
1,058
+293
68
$371K 0.28%
+12,854
69
$363K 0.27%
585
+95
70
$334K 0.25%
+2,493
71
$328K 0.24%
2,326
+42
72
$324K 0.24%
11,190
-16,788
73
$322K 0.24%
1,008
+240
74
$316K 0.24%
651
+179
75
$306K 0.23%
2,156
+88
1 2
3
4 5