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
501
$341K 0.01%
5,107
+1,849
502
$339K 0.01%
8,909
-467
503
$338K 0.01%
16,336
504
$338K 0.01%
3,810
505
$336K 0.01%
1,248
-149
506
$336K 0.01%
684
507
$336K 0.01%
2,081
-79
508
$335K 0.01%
4,450
509
$333K 0.01%
1,529
510
$333K 0.01%
2,507
511
$332K 0.01%
7,592
-288
512
$332K 0.01%
3,018
-196
513
$331K 0.01%
11,500
514
$325K 0.01%
14,895
515
$325K 0.01%
530
516
$325K 0.01%
1,190
-53
517
$324K 0.01%
2,276
-85
518
$324K 0.01%
3,628
519
$323K 0.01%
1,146
520
$323K 0.01%
15,519
521
$322K 0.01%
9,604
522
$322K 0.01%
4,360
523
$321K 0.01%
4,771
+179
524
$320K 0.01%
3,158
525
$320K 0.01%
2,091
-141
19 20
21
22 23