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
426
$341K 0.01%
8,621
-84,407
427
$340K 0.01%
4,203
428
$340K 0.01%
5,205
-775
429
$340K 0.01%
2,764
-218
430
$340K 0.01%
1,438
-65
431
$339K 0.01%
1,506
432
$338K 0.01%
2,004
-106
433
$338K 0.01%
2,405
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434
$336K 0.01%
2,679
-199
435
$336K 0.01%
4,445
-434
436
$335K 0.01%
1,730
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437
$335K 0.01%
2,818
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438
$334K 0.01%
+1,919
439
$331K 0.01%
7,187
-528
440
$331K 0.01%
11,246
-1,788
441
$330K 0.01%
326
442
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9,686
443
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10,083
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444
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5,726
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445
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4,505
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446
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2,148
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447
$328K 0.01%
9,664
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448
$327K 0.01%
5,907
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449
$326K 0.01%
+1,139
450
$326K 0.01%
+11,049
16 17
18
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