SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$603M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$4.67M
3
+$3.39M
4
INTC icon
Intel
INTC
+$3.29M
5
EXC icon
Exelon
EXC
+$3.15M

Top Sells

1
+$124M
2
+$41.7M
3
+$23.6M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$14M
5
AMZN icon
Amazon
AMZN
+$10.2M

Sector Composition

1 Technology 28.52%
2 Consumer Discretionary 12%
3 Financials 11.53%
4 Healthcare 11.07%
5 Communication Services 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$267K 0.02%
3,770
-169
427
$265K 0.02%
17,345
428
$265K 0.02%
3,293
-164
429
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-184
430
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2,770
431
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-226
432
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3,366
-65
433
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434
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25,000
435
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4,991
-308
436
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437
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438
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27,020
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440
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441
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442
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445
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446
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447
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448
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449
$254K 0.02%
5,590
450
$254K 0.02%
7,730
16 17
18
19 20