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
$1.59B
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.59M
3
+$5.09M
4
MSFT icon
Microsoft
MSFT
+$5.08M
5
LLY icon
Eli Lilly
LLY
+$4.97M

Top Sells

1
+$10.8M
2
+$9.83M
3
+$3.98M
4
AMGN icon
Amgen
AMGN
+$3.38M
5
COP icon
ConocoPhillips
COP
+$3.38M

Sector Composition

1 Technology 25.07%
2 Financials 15.46%
3 Communication Services 11.99%
4 Consumer Discretionary 11.19%
5 Healthcare 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$460K 0.03%
9,472
377
$458K 0.03%
6,555
+1,761
378
$458K 0.03%
9,275
379
$454K 0.03%
1,944
380
$454K 0.03%
16,360
381
$451K 0.03%
2,978
382
$451K 0.03%
5,155
383
$451K 0.03%
8,639
384
$450K 0.03%
14,503
385
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2,404
386
$448K 0.03%
9,228
387
$447K 0.03%
10,209
388
$447K 0.03%
8,453
389
$445K 0.03%
10,119
-3,300
390
$445K 0.03%
54,000
391
$445K 0.03%
7,342
392
$444K 0.03%
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393
$442K 0.03%
12,562
394
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395
$441K 0.03%
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396
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+10,808
397
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4,689
398
$433K 0.03%
13,789
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399
$431K 0.03%
14,360
400
$430K 0.03%
22,669
14 15
16
17 18