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
$1B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$10.9M
3
+$4.56M
4
AAPL icon
Apple
AAPL
+$3.23M
5
UPS icon
United Parcel Service
UPS
+$3.08M

Top Sells

1
+$10.3M
2
+$5.2M
3
+$3.9M
4
HPQ icon
HP
HPQ
+$1.94M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$1.48M

Sector Composition

1 Technology 20.05%
2 Healthcare 14.93%
3 Financials 13.66%
4 Communication Services 9.81%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$774K 0.08%
71,000
+9,000
227
$774K 0.08%
10,732
228
$762K 0.08%
1,595
229
$761K 0.08%
10,139
+1,133
230
$760K 0.08%
16,179
+1,720
231
$756K 0.08%
26,791
232
$753K 0.08%
33,100
+3,100
233
$740K 0.07%
22,482
234
$739K 0.07%
4,820
235
$730K 0.07%
15,388
236
$729K 0.07%
19,892
-4,800
237
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6,965
+1,199
238
$724K 0.07%
6,889
239
$717K 0.07%
13,359
240
$713K 0.07%
4,551
241
$700K 0.07%
18,104
242
$692K 0.07%
14,135
243
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33,000
+5,500
244
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9,620
245
$688K 0.07%
16,017
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246
$688K 0.07%
32,737
247
$686K 0.07%
4,294
248
$683K 0.07%
11,940
249
$681K 0.07%
14,928
250
$678K 0.07%
9,938
+235
8 9
10
11 12