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
$3.14B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.37M
3
+$8.17M
4
AVGO icon
Broadcom
AVGO
+$7.83M
5
ORCL icon
Oracle
ORCL
+$7.42M

Top Sells

1
+$11.9M
2
+$10.8M
3
+$8.63M
4
NRG icon
NRG Energy
NRG
+$8.41M
5
GILD icon
Gilead Sciences
GILD
+$7.87M

Sector Composition

1 Technology 38.97%
2 Consumer Discretionary 11.75%
3 Communication Services 11.14%
4 Healthcare 8.89%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$370K 0.01%
8,100
-500
402
$367K 0.01%
1,649
-129
403
$365K 0.01%
1,987
-154
404
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405
$364K 0.01%
931
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$363K 0.01%
1,085
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407
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408
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409
$361K 0.01%
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411
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412
$358K 0.01%
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413
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414
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3,230
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415
$355K 0.01%
2,873
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416
$355K 0.01%
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419
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7,100
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420
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421
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6,167
422
$342K 0.01%
2,831
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423
$342K 0.01%
7,928
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424
$341K 0.01%
2,319
-168
425
$341K 0.01%
24,100
-911
15 16
17
18 19