Nasdaq-100 Index FundNQQQX

MUTUAL FUNDCCM Partners LP. dba Shelton
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$2.0B
Expense ratio
0.27%
1-year return
—
3 years, a year
—
5 years, a year
—
12-month yield
3.07%
Holdings
103

What it aims to do.

The Funds investment objective is to attempt to replicate the performance of the largest non-financial companies as measured by the Nasdaq- 100 Index .

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp.8.32%
AAPL Apple Inc.7.54%
MSFT Microsoft Corp.5.64%
AMZN Amazon.com, Inc.4.34%
TSLA Tesla Inc3.88%
META Meta Platforms Inc3.68%
GOOGL Alphabet Inc.3.50%
WMT Walmart Inc3.34%
GOOG Alphabet Inc.3.25%
AVGO Broadcom Inc2.92%

More on NQQQX.

Returns after fees, from the fund's SEC filings. Past returns are not a promise. Not financial advice.