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SCM

Shelton Capital Management Portfolio holdings

AUM $4.57B
1-Year Est. Return 32.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.26%
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
876
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-16,250
877
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-58,430
878
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-26,882
879
– –
-2,286
880
– –
-3,720
881
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-11,791
882
– –
-5,700
883
– –
-1,161
884
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-67,163
885
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-21,921
886
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-1,776
887
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-19,300
888
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-11,900
889
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-1,100
890
– –
-27,475
891
– –
-13,900
892
– –
-42,441
893
– –
-13,900
894
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-3,850
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