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
276
$614K 0.09%
7,093
277
$613K 0.09%
7,770
278
$612K 0.09%
13,351
279
$610K 0.09%
16,521
280
$609K 0.09%
8,583
-100
281
$608K 0.08%
10,164
282
$607K 0.08%
7,824
283
$607K 0.08%
7,223
284
$606K 0.08%
11,372
285
$604K 0.08%
60,135
+13,470
286
$603K 0.08%
16,546
287
$603K 0.08%
8,692
288
$600K 0.08%
12,352
289
$599K 0.08%
8,200
290
$598K 0.08%
13,670
291
$594K 0.08%
10,541
+1,480
292
$594K 0.08%
19,632
+4,600
293
$589K 0.08%
23,814
+9,000
294
$588K 0.08%
8,124
295
$587K 0.08%
9,381
296
$585K 0.08%
25,000
297
$578K 0.08%
9,200
298
$577K 0.08%
5,497
299
$573K 0.08%
4,916
300
$569K 0.08%
8,385
10 11
12
13 14