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
351
$11.5K 0.05%
267
-11,268
352
$11.4K 0.05%
123
-11,297
353
$11.4K 0.05%
264
-11,138
354
$11.4K 0.05%
80
-11,321
355
$11.3K 0.04%
+2,058
356
$11.3K 0.04%
1,377
-6,656
357
$11.3K 0.04%
196
-11,114
358
$11.3K 0.04%
161
-11,096
359
$11.2K 0.04%
1,534
-9,920
360
$11.2K 0.04%
2,155
-29,175
361
$11.2K 0.04%
18
-1,102
362
$11.2K 0.04%
84
-11,113
363
$11.2K 0.04%
238
-10,931
364
$11.1K 0.04%
331
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365
$11.1K 0.04%
1,050
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366
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367
$11.1K 0.04%
55
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368
$11K 0.04%
115
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369
$11K 0.04%
139
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370
$11K 0.04%
41
-10,994
371
$11K 0.04%
116
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372
$11K 0.04%
609
-10,379
373
$10.9K 0.04%
439
-10,423
374
$10.8K 0.04%
+1,769
375
$10.8K 0.04%
282
-19,692
13 14
15
16 17