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
801
$200K 0.01%
+740
802
$200K 0.01%
+2,663
803
$200K 0.01%
+2,060
804
$200K 0.01%
+841
805
$199K 0.01%
+4,078
806
$191K 0.01%
10,530
-512
807
$183K 0.01%
13,249
-865
808
$181K 0.01%
38,772
809
$180K 0.01%
+560
810
$179K 0.01%
+4,202
811
$175K 0.01%
+1,510
812
$168K 0.01%
17,376
813
$162K 0.01%
11,997
814
$155K 0.01%
+7,719
815
$155K 0.01%
11,242
816
$153K 0.01%
11,409
817
$142K 0.01%
16,503
818
$140K 0.01%
+17,040
819
$138K ﹤0.01%
683
820
$132K ﹤0.01%
32,702
821
$129K ﹤0.01%
13,438
822
$127K ﹤0.01%
12,121
823
$127K ﹤0.01%
+4,413
824
$123K ﹤0.01%
2,049
825
$122K ﹤0.01%
10,182
31 32
33
34 35