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
$1.67B
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$5.52M
3
+$5.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.19M
5
AKAM icon
Akamai
AKAM
+$4.96M

Top Sells

1
+$24.8M
2
+$9.86M
3
+$4.75M
4
INTC icon
Intel
INTC
+$4.65M
5
ALL icon
Allstate
ALL
+$4.55M

Sector Composition

1 Technology 27.43%
2 Financials 14.77%
3 Communication Services 11.69%
4 Consumer Discretionary 11.33%
5 Healthcare 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$535K 0.03%
6,874
327
$534K 0.03%
14,251
-300
328
$532K 0.03%
36,385
329
$531K 0.03%
4,921
-138
330
$530K 0.03%
39,700
+15,000
331
$528K 0.03%
7,200
332
$528K 0.03%
45,230
333
$526K 0.03%
2,434
334
$516K 0.03%
11,215
335
$512K 0.03%
12,455
336
$506K 0.03%
8,536
-223
337
$504K 0.03%
25,745
338
$504K 0.03%
3,445
-144
339
$503K 0.03%
6,962
-203
340
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10,248
341
$499K 0.03%
4,210
-194
342
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12,215
-1,700
343
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344
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345
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+5,467
346
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2,691
347
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2,002
348
$480K 0.03%
6,507
349
$480K 0.03%
22,900
-3,100
350
$480K 0.03%
3,937
12 13
14
15 16