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
$3.9B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$17.8M
3
+$9.85M
4
GS icon
Goldman Sachs
GS
+$8.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.27M

Top Sells

1
+$13.8M
2
+$8.33M
3
+$7.56M
4
ANET icon
Arista Networks
ANET
+$7.56M
5
IBM icon
IBM
IBM
+$7.26M

Sector Composition

1 Technology 40.86%
2 Communication Services 12.12%
3 Consumer Discretionary 11.44%
4 Healthcare 9.14%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$684K 0.02%
13,519
302
$660K 0.02%
2,506
-56
303
$652K 0.02%
2,254
-47
304
$644K 0.02%
2,184
305
$637K 0.02%
3,834
-60
306
$637K 0.02%
1,008
-21
307
$637K 0.02%
10,262
-272
308
$637K 0.02%
13,500
+2,610
309
$636K 0.02%
4,118
-131
310
$631K 0.02%
7,169
-113
311
$619K 0.02%
1,726
312
$618K 0.02%
17,740
-504
313
$618K 0.02%
1,256
-18
314
$617K 0.02%
5,097
315
$611K 0.02%
3,460
316
$605K 0.02%
3,429
317
$601K 0.02%
11,500
318
$597K 0.02%
8,390
319
$591K 0.02%
11,771
320
$585K 0.02%
6,687
-190
321
$584K 0.02%
1,685
-323
322
$583K 0.02%
4,980
323
$580K 0.01%
7,211
-122
324
$574K 0.01%
2,109
325
$572K 0.01%
12,469
11 12
13
14 15