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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$6.36M
3
+$4.78M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.57M
5
NVR icon
NVR
NVR
+$1.14M

Top Sells

1
+$69.7M
2
+$63.9M
3
+$41.7M
4
META icon
Meta Platforms (Facebook)
META
+$34.7M
5
INTC icon
Intel
INTC
+$33.8M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17.3K 0.07%
618
-12,182
252
$17.2K 0.07%
284
-16,955
253
$17K 0.07%
133
-16,900
254
$17K 0.07%
26
-16,942
255
$16.8K 0.07%
198
-16,602
256
$16.8K 0.07%
591
-16,161
257
$16.5K 0.07%
1
-826
258
$16.5K 0.07%
233
-16,298
259
$16.4K 0.06%
483
-15,877
260
$16.2K 0.06%
183
-16,062
261
$16.1K 0.06%
344
-16,788
262
$16K 0.06%
+347
263
$15.9K 0.06%
296
-15,590
264
$15.8K 0.06%
28,300
-131,110
265
$15.7K 0.06%
788
-14,903
266
$15.6K 0.06%
7
-1,551
267
$15.5K 0.06%
2,067
-13,478
268
$15.4K 0.06%
2
-768
269
$15.3K 0.06%
1,360
-13,949
270
$15.3K 0.06%
220
-15,030
271
$15.2K 0.06%
1,347
-14,844
272
$15.2K 0.06%
+122
273
$15.1K 0.06%
1,874
-6,284
274
$15.1K 0.06%
301
-14,751
275
$14.9K 0.06%
1,783
-13,252
9 10
11
12 13