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
$661M
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.1M
3
+$1.1M
4
TSLA icon
Tesla
TSLA
+$1.09M
5
INTC icon
Intel
INTC
+$582K

Top Sells

1
+$3.57M
2
+$1.62M
3
+$1.59M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.54M
5
AME icon
Ametek
AME
+$1.25M

Sector Composition

1 Technology 17.89%
2 Healthcare 15%
3 Financials 12.41%
4 Industrials 10.23%
5 Energy 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$344K 0.05%
6,627
+1,000
452
$344K 0.05%
6,690
453
$344K 0.05%
14,516
-1,056
454
$344K 0.05%
12,545
455
$340K 0.05%
4,828
456
$339K 0.05%
6,341
457
$337K 0.05%
5,981
+258
458
$337K 0.05%
4,296
459
$337K 0.05%
7,146
-590
460
$336K 0.05%
7,249
-624
461
$335K 0.05%
5,410
+1,000
462
$335K 0.05%
11,880
463
$335K 0.05%
10,469
464
$332K 0.05%
7,212
465
$332K 0.05%
17,603
-1,290
466
$331K 0.05%
2,312
467
$330K 0.05%
8,985
-563
468
$329K 0.05%
+6,300
469
$329K 0.05%
18,171
470
$328K 0.05%
9,231
471
$325K 0.05%
11,034
-617
472
$325K 0.05%
18,655
473
$325K 0.05%
170
474
$325K 0.05%
7,086
+264
475
$325K 0.05%
15,000
17 18
19
20 21