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
$1.08B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$15.1M
3
+$3.99M
4
TMUS icon
T-Mobile US
TMUS
+$1.93M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.54M

Top Sells

1
+$3.43M
2
+$2.58M
3
+$1.42M
4
KLAC icon
KLA
KLAC
+$1.34M
5
EMC
EMC CORPORATION
EMC
+$1.32M

Sector Composition

1 Technology 18.76%
2 Financials 15.56%
3 Healthcare 13.06%
4 Communication Services 9.74%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$506K 0.05%
1,835
-900
352
$504K 0.05%
4,294
353
$503K 0.05%
6,922
354
$503K 0.05%
2,454
355
$502K 0.05%
23,748
356
$502K 0.05%
4,916
357
$501K 0.05%
6,111
+2,300
358
$498K 0.05%
12,503
359
$498K 0.05%
7,071
360
$497K 0.05%
+14,438
361
$495K 0.05%
9,568
362
$494K 0.05%
5,677
363
$487K 0.05%
2,382
364
$486K 0.05%
6,201
365
$486K 0.05%
3,900
366
$485K 0.05%
5,526
367
$483K 0.04%
26,297
368
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6,662
369
$479K 0.04%
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370
$478K 0.04%
3,640
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371
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17,091
372
$478K 0.04%
60,866
373
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14,740
374
$474K 0.04%
10,070
375
$473K 0.04%
6,828
13 14
15
16 17