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
776
$209K 0.01%
+3,956
777
$208K 0.01%
4,774
-1,113
778
$208K 0.01%
20,127
779
$207K 0.01%
+8,489
780
$207K 0.01%
+1,478
781
$207K 0.01%
6,990
782
$207K 0.01%
+7,033
783
$207K 0.01%
+348
784
$207K 0.01%
+1,139
785
$206K 0.01%
+2,136
786
$206K 0.01%
4,840
787
$205K 0.01%
2,394
-202
788
$205K 0.01%
12,947
789
$205K 0.01%
+1,112
790
$204K 0.01%
+5,232
791
$203K 0.01%
+1,691
792
$203K 0.01%
4,449
793
$203K 0.01%
+5,657
794
$203K 0.01%
+3,636
795
$202K 0.01%
+2,236
796
$202K 0.01%
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797
$202K 0.01%
+1,071
798
$202K 0.01%
609
-32
799
$201K 0.01%
+1,884
800
$201K 0.01%
920
-55
30 31
32
33 34