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
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%
+1,190
761
$213K 0.01%
1,013
762
$212K 0.01%
+7,226
763
$212K 0.01%
10,000
-30,561
764
$212K 0.01%
7,746
765
$211K 0.01%
6,904
-433
766
$211K 0.01%
+1,539
767
$210K 0.01%
5,856
-40,000
768
$210K 0.01%
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769
$209K 0.01%
4,211
-291
770
$209K 0.01%
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771
$209K 0.01%
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772
$209K 0.01%
1,856
-1,137
773
$209K 0.01%
+8,004
774
$209K 0.01%
+7,340
775
$209K 0.01%
+6,331
29 30
31
32 33