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
376
$488K 0.02%
2,141
-97
377
$487K 0.02%
29,803
378
$486K 0.02%
9,154
-546
379
$486K 0.02%
14,325
-720
380
$482K 0.02%
2,190
381
$481K 0.02%
3,503
-377
382
$476K 0.02%
14,173
383
$474K 0.02%
5,224
-532
384
$470K 0.02%
1,395
-331
385
$466K 0.02%
4,563
-262
386
$466K 0.02%
5,708
387
$466K 0.02%
9,908
388
$465K 0.02%
1,687
389
$464K 0.02%
865
390
$462K 0.02%
262
-30
391
$457K 0.02%
12,308
392
$456K 0.02%
5,825
-362
393
$456K 0.02%
8,273
394
$453K 0.02%
6,844
-553
395
$451K 0.02%
8,250
396
$450K 0.02%
+5,362
397
$450K 0.02%
6,211
398
$449K 0.02%
1,820
-63
399
$447K 0.02%
9,304
400
$445K 0.02%
1,500
14 15
16
17 18