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
$3.66B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.3M
3
+$8.95M
4
C icon
Citigroup
C
+$7.74M
5
UNH icon
UnitedHealth
UNH
+$6.61M

Top Sells

1
+$22.4M
2
+$12.1M
3
+$9.71M
4
WFC icon
Wells Fargo
WFC
+$6.6M
5
IRM icon
Iron Mountain
IRM
+$6.54M

Sector Composition

1 Technology 42.57%
2 Communication Services 12.19%
3 Consumer Discretionary 11.12%
4 Healthcare 8.49%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$456K 0.01%
15,946
352
$456K 0.01%
3,619
+78
353
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1,518
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354
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2,783
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356
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10,890
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31,500
358
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11,061
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360
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8,655
-114,100
361
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2,270
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363
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-134
364
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3,282
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365
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369
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326
370
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371
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372
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373
$412K 0.01%
8,485
-24,500
374
$412K 0.01%
1,520
-129
375
$411K 0.01%
6,222
-489
13 14
15
16 17