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
401
$347K 0.01%
1,910
-124
402
$347K 0.01%
4,932
403
$344K 0.01%
4,124
-178
404
$344K 0.01%
2,191
-92
405
$343K 0.01%
1,506
406
$343K 0.01%
2,792
407
$342K 0.01%
1,091
408
$342K 0.01%
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409
$341K 0.01%
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410
$341K 0.01%
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411
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8,022
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412
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+1,158
413
$340K 0.01%
2,398
414
$339K 0.01%
2,704
415
$338K 0.01%
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416
$337K 0.01%
+4,167
417
$337K 0.01%
9,035
418
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419
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9,089
421
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2,110
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422
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8,235
-506
423
$331K 0.01%
684
424
$327K 0.01%
6,927
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425
$327K 0.01%
50,744
-3,495
15 16
17
18 19