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
701
$236K 0.01%
5,208
702
$236K 0.01%
+2,726
703
$235K 0.01%
+2,481
704
$235K 0.01%
2,850
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705
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706
$234K 0.01%
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707
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708
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709
$232K 0.01%
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710
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711
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712
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4,444
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715
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1,341
717
$228K 0.01%
903
718
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721
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722
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724
$226K 0.01%
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725
$225K 0.01%
1,902
-136
27 28
29
30 31