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
$3.14B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.37M
3
+$8.17M
4
AVGO icon
Broadcom
AVGO
+$7.83M
5
ORCL icon
Oracle
ORCL
+$7.42M

Top Sells

1
+$11.9M
2
+$10.8M
3
+$8.63M
4
NRG icon
NRG Energy
NRG
+$8.41M
5
GILD icon
Gilead Sciences
GILD
+$7.87M

Sector Composition

1 Technology 38.97%
2 Consumer Discretionary 11.75%
3 Communication Services 11.14%
4 Healthcare 8.89%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$445K 0.01%
21,774
-2,483
352
$443K 0.01%
9,763
-517
353
$438K 0.01%
4,998
-226
354
$437K 0.01%
6,078
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355
$437K 0.01%
2,029
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356
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6,372
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357
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1,718
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358
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359
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360
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2,189
361
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362
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363
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3,541
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364
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2,861
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365
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366
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367
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368
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370
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6,035
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371
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372
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2,679
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373
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+1,942
374
$407K 0.01%
7,062
-646
375
$405K 0.01%
2,254
-159
13 14
15
16 17