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
726
$225K 0.01%
3,218
727
$224K 0.01%
4,783
728
$223K 0.01%
+1,952
729
$223K 0.01%
+3,706
730
$223K 0.01%
+5,356
731
$222K 0.01%
474
732
$221K 0.01%
+1,502
733
$221K 0.01%
3,980
-912
734
$221K 0.01%
8,480
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735
$221K 0.01%
14,560
736
$220K 0.01%
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737
$220K 0.01%
1,421
738
$219K 0.01%
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739
$219K 0.01%
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740
$218K 0.01%
342
741
$218K 0.01%
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742
$217K 0.01%
721
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743
$217K 0.01%
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744
$217K 0.01%
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745
$217K 0.01%
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746
$217K 0.01%
11,717
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747
$217K 0.01%
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748
$217K 0.01%
885
749
$216K 0.01%
1,250
750
$216K 0.01%
+7,262
28 29
30
31 32