SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$603M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$4.67M
3
+$3.39M
4
INTC icon
Intel
INTC
+$3.29M
5
EXC icon
Exelon
EXC
+$3.15M

Top Sells

1
+$124M
2
+$41.7M
3
+$23.6M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$14M
5
AMZN icon
Amazon
AMZN
+$10.2M

Sector Composition

1 Technology 28.52%
2 Consumer Discretionary 12%
3 Financials 11.53%
4 Healthcare 11.07%
5 Communication Services 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$847K 0.07%
255,009
+44,283
227
$846K 0.07%
21,116
-464
228
$835K 0.07%
68,300
+17,100
229
$833K 0.07%
3,826
-9,000
230
$813K 0.07%
64,240
+24,000
231
$802K 0.07%
2,828
232
$776K 0.07%
18,605
-951
233
$773K 0.06%
38,205
234
$755K 0.06%
93,000
+44,200
235
$746K 0.06%
25,437
-20,000
236
$743K 0.06%
4,984
-2,800
237
$742K 0.06%
+11,468
238
$724K 0.06%
26,975
-3,363
239
$702K 0.06%
1,124
240
$694K 0.06%
35,000
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241
$692K 0.06%
36,123
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242
$691K 0.06%
51,217
-65
243
$690K 0.06%
4,534
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244
$687K 0.06%
29,084
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245
$680K 0.06%
2,098
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246
$671K 0.06%
18,846
-171,500
247
$665K 0.06%
2,237
-100
248
$664K 0.06%
5,817
-1,491
249
$660K 0.06%
8,806
250
$641K 0.05%
20,326
-503
8 9
10
11 12