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
$4.19B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$31.1M
3
+$29.3M
4
BAC icon
Bank of America
BAC
+$25.1M
5
WMT icon
Walmart Inc
WMT
+$22.3M

Top Sells

1
+$14.5M
2
+$10.7M
3
+$9.9M
4
MDLZ icon
Mondelez International
MDLZ
+$8.99M
5
ABBV icon
AbbVie
ABBV
+$6.83M

Sector Composition

1 Technology 39.6%
2 Consumer Discretionary 12.08%
3 Communication Services 11.5%
4 Healthcare 8.35%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$402K 0.01%
1,475
+15
377
$401K 0.01%
2,405
-111
378
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2,279
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379
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24,442
-1,217
380
$395K 0.01%
70,298
-39,516
381
$395K 0.01%
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382
$392K 0.01%
766
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383
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-109
384
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2,157
385
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794
-40
386
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31,398
-2,201
387
$385K 0.01%
4,313
388
$384K 0.01%
18,910
389
$383K 0.01%
2,026
-113
390
$383K 0.01%
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391
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395
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-157
396
$377K 0.01%
1,519
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397
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1,635
-28
398
$374K 0.01%
3,697
-100
399
$370K 0.01%
5,559
400
$370K 0.01%
25,425
14 15
16
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