SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.81B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$9.62M
3
+$9.08M
4
MOS icon
The Mosaic Company
MOS
+$7.84M
5
DASH icon
DoorDash
DASH
+$7.76M

Top Sells

1
+$13.4M
2
+$12.7M
3
+$12M
4
DLTR icon
Dollar Tree
DLTR
+$9.17M
5
NVDA icon
NVIDIA
NVDA
+$9.04M

Sector Composition

1 Technology 37.35%
2 Consumer Discretionary 12.99%
3 Communication Services 12.94%
4 Healthcare 9.63%
5 Financials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$538K 0.02%
1,871
352
$537K 0.02%
8,796
-594
353
$536K 0.02%
3,920
-10,400
354
$536K 0.02%
8,796
+2,000
355
$536K 0.02%
8,383
-199
356
$532K 0.02%
7,569
357
$528K 0.02%
2,492
-149
358
$528K 0.02%
1,775
-42
359
$526K 0.02%
20,082
360
$525K 0.02%
24,102
-1,403
361
$523K 0.02%
8,056
-293
362
$522K 0.02%
3,360
-188
363
$521K 0.02%
2,279
-89
364
$519K 0.02%
2,504
-375
365
$515K 0.02%
2,981
-74
366
$514K 0.02%
2,379
-84
367
$512K 0.02%
3,955
-115
368
$512K 0.02%
2,939
-116
369
$511K 0.02%
3,806
-380
370
$509K 0.02%
11,082
-554
371
$507K 0.02%
2,207
372
$498K 0.02%
2,762
-53
373
$495K 0.02%
5,465
-352
374
$493K 0.02%
7,361
375
$493K 0.02%
2,089
13 14
15
16 17