SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
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
+$17.8M
2
+$9.5M
3
+$9.12M
4
MOS icon
The Mosaic Company
MOS
+$8.04M
5
TJX icon
TJX Companies
TJX
+$7.68M

Top Sells

1
+$14.4M
2
+$13.4M
3
+$13.3M
4
DLTR icon
Dollar Tree
DLTR
+$10.6M
5
NVDA icon
NVIDIA
NVDA
+$9.66M

Sector Composition

1 Technology 37.38%
2 Consumer Discretionary 12.99%
3 Communication Services 12.94%
4 Healthcare 9.63%
5 Financials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$216K 0.01%
+4,474
752
$216K 0.01%
11,481
753
$215K 0.01%
5,760
754
$215K 0.01%
1,100
755
$214K 0.01%
2,306
-100
756
$213K 0.01%
8,412
757
$213K 0.01%
+1,256
758
$213K 0.01%
4,767
-395
759
$213K 0.01%
2,536
760
$213K 0.01%
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761
$213K 0.01%
1,013
762
$212K 0.01%
10,000
-30,561
763
$212K 0.01%
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764
$212K 0.01%
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765
$211K 0.01%
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-433
766
$211K 0.01%
+1,539
767
$210K 0.01%
5,856
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768
$210K 0.01%
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769
$209K 0.01%
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$209K 0.01%
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772
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773
$209K 0.01%
1,856
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774
$209K 0.01%
+8,004
775
$209K 0.01%
+7,340
29 30
31
32 33