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
451
$385K 0.01%
8,546
-329
452
$385K 0.01%
4,033
-303
453
$380K 0.01%
3,276
-127
454
$380K 0.01%
7,062
455
$374K 0.01%
3,473
456
$374K 0.01%
+8,145
457
$373K 0.01%
3,051
458
$372K 0.01%
962
459
$372K 0.01%
7,761
-467
460
$371K 0.01%
5,436
461
$371K 0.01%
2,181
462
$371K 0.01%
18,688
463
$370K 0.01%
15,070
-602
464
$370K 0.01%
4,551
-209
465
$369K 0.01%
2,219
-113
466
$366K 0.01%
5,525
-252
467
$366K 0.01%
9,727
468
$366K 0.01%
3,477
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$364K 0.01%
5,822
470
$364K 0.01%
3,958
471
$363K 0.01%
2,849
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472
$363K 0.01%
2,028
-115
473
$362K 0.01%
7,144
-520
474
$361K 0.01%
2,263
-67
475
$360K 0.01%
3,285
17 18
19
20 21