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
276
$14.9K 0.06%
25,443
-19,149
277
$14.7K 0.06%
315
-14,430
278
$14.7K 0.06%
241
-15,115
279
$14.6K 0.06%
877
-17,716
280
$14.5K 0.06%
553
-13,950
281
$14.4K 0.06%
4,610
-10,228
282
$14.4K 0.06%
532
-14,419
283
$14.3K 0.06%
11
-1,416
284
$14.1K 0.06%
97
-14,023
285
$14.1K 0.06%
609
-13,509
286
$14.1K 0.06%
1,622
-12,463
287
$14K 0.06%
2,310
-67,690
288
$14K 0.06%
110
-13,858
289
$13.8K 0.05%
939
-35,372
290
$13.8K 0.05%
21
-3,430
291
$13.8K 0.05%
+1,193
292
$13.8K 0.05%
477
-13,312
293
$13.8K 0.05%
591
-9,642
294
$13.7K 0.05%
420
-13,322
295
$13.7K 0.05%
690
-23,252
296
$13.7K 0.05%
1,731
-11,950
297
$13.5K 0.05%
1,233
-12,303
298
$13.4K 0.05%
715
-12,717
299
$13.3K 0.05%
+336
300
$13.3K 0.05%
127
-13,157
10 11
12
13 14