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
$2.72B
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$7.42M
3
+$6.99M
4
PEP icon
PepsiCo
PEP
+$6.37M
5
TMUS icon
T-Mobile US
TMUS
+$5.91M

Top Sells

1
+$34.3M
2
+$32M
3
+$17.1M
4
COP icon
ConocoPhillips
COP
+$14.1M
5
TSLA icon
Tesla
TSLA
+$13.5M

Sector Composition

1 Technology 36.78%
2 Communication Services 11.51%
3 Consumer Discretionary 11.23%
4 Healthcare 10.04%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$370K 0.01%
1,452
377
$368K 0.01%
2,745
-161
378
$368K 0.01%
1,464
-107
379
$365K 0.01%
3,269
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380
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382
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383
$362K 0.01%
696
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384
$361K 0.01%
11,125
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385
$360K 0.01%
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386
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6,300
387
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3,697
388
$357K 0.01%
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389
$357K 0.01%
2,141
390
$356K 0.01%
4,807
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391
$354K 0.01%
+6,150
392
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393
$354K 0.01%
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394
$351K 0.01%
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395
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396
$351K 0.01%
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398
$348K 0.01%
6,605
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399
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1,778
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400
$348K 0.01%
2,799
-145
14 15
16
17 18