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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.86M
3
+$1.68M
4
C icon
Citigroup
C
+$1.41M
5
VZ icon
Verizon
VZ
+$628K

Top Sells

1
+$6.45M
2
+$4.67M
3
+$2.92M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.56M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.16%
3 Financials 12.24%
4 Industrials 10.06%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$647K 0.09%
16,656
252
$646K 0.09%
19,179
253
$645K 0.09%
14,841
+355
254
$644K 0.09%
8,585
255
$643K 0.09%
9,703
256
$643K 0.09%
11,064
257
$643K 0.09%
15,944
258
$642K 0.09%
3,695
+378
259
$642K 0.09%
30,000
260
$642K 0.09%
1,776
261
$638K 0.09%
13,166
+4,467
262
$637K 0.09%
8,907
263
$637K 0.09%
18,845
264
$635K 0.09%
10,219
-500
265
$635K 0.09%
9,100
266
$634K 0.09%
14,982
267
$631K 0.09%
18,238
+1,467
268
$629K 0.09%
8,998
269
$626K 0.09%
29,073
270
$625K 0.09%
8,130
-700
271
$623K 0.09%
8,455
272
$621K 0.09%
7,592
273
$621K 0.09%
4,915
274
$619K 0.09%
15,980
+8,200
275
$615K 0.09%
11,919
+1,003
9 10
11
12 13