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
$1.08B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$15.1M
3
+$3.99M
4
TMUS icon
T-Mobile US
TMUS
+$1.93M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.54M

Top Sells

1
+$3.43M
2
+$2.58M
3
+$1.42M
4
KLAC icon
KLA
KLAC
+$1.34M
5
EMC
EMC CORPORATION
EMC
+$1.32M

Sector Composition

1 Technology 18.76%
2 Financials 15.56%
3 Healthcare 13.06%
4 Communication Services 9.74%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$406K 0.04%
66,330
427
$406K 0.04%
4,746
+1,400
428
$406K 0.04%
22,000
429
$406K 0.04%
5,157
+1,264
430
$404K 0.04%
22,586
431
$404K 0.04%
1,020
432
$404K 0.04%
8,065
433
$404K 0.04%
5,692
434
$404K 0.04%
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435
$403K 0.04%
5,460
+1,000
436
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7,907
437
$399K 0.04%
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438
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8,018
439
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440
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7,002
441
$398K 0.04%
6,657
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442
$397K 0.04%
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443
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444
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445
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12,233
446
$390K 0.04%
4,206
447
$388K 0.04%
26,000
+9,000
448
$388K 0.04%
8,549
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449
$387K 0.04%
5,182
450
$384K 0.04%
9,806
-200
16 17
18
19 20