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
76
$302K 0.22%
+3,235
77
$298K 0.22%
+4,305
78
$297K 0.22%
1,598
+273
79
$290K 0.22%
+5,086
80
$287K 0.21%
+2,329
81
$283K 0.21%
+2,012
82
$282K 0.21%
+340
83
$277K 0.21%
947
+59
84
$254K 0.19%
500
-23
85
$244K 0.18%
+1,387
86
$242K 0.18%
+4,146
87
$237K 0.18%
+5,000
88
$237K 0.18%
777
+12
89
$230K 0.17%
2,000
-420
90
$224K 0.17%
+2,870
91
$223K 0.17%
+305
92
$216K 0.16%
6,591
93
$215K 0.16%
276
94
$211K 0.16%
4,869
-3,731
95
$211K 0.16%
3,706
96
$209K 0.16%
+915
97
$205K 0.15%
+2,250
98
$184K 0.14%
+13,500
99
$176K 0.13%
+17,500
100
$146K 0.11%
+10,000
1 2 3
4
5