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
$1B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$10.9M
3
+$4.56M
4
AAPL icon
Apple
AAPL
+$3.23M
5
UPS icon
United Parcel Service
UPS
+$3.08M

Top Sells

1
+$10.3M
2
+$5.2M
3
+$3.9M
4
HPQ icon
HP
HPQ
+$1.94M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$1.48M

Sector Composition

1 Technology 20.05%
2 Healthcare 14.93%
3 Financials 13.66%
4 Communication Services 9.81%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$361K 0.04%
6,415
452
$361K 0.04%
5,621
453
$360K 0.04%
12,298
454
$360K 0.04%
8,409
-700
455
$358K 0.04%
20,710
456
$358K 0.04%
6,536
457
$357K 0.04%
18,689
458
$357K 0.04%
5,235
459
$356K 0.04%
41,106
-8,100
460
$356K 0.04%
22,396
461
$355K 0.04%
6,218
462
$354K 0.04%
2,669
463
$353K 0.04%
6,588
-2,100
464
$353K 0.04%
11,700
465
$352K 0.04%
5,182
466
$351K 0.04%
12,233
467
$351K 0.04%
8,000
468
$350K 0.03%
4,460
469
$350K 0.03%
2,715
470
$347K 0.03%
3,762
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471
$347K 0.03%
2,582
472
$346K 0.03%
10,200
473
$346K 0.03%
9,305
474
$345K 0.03%
5,755
+500
475
$345K 0.03%
10,151
17 18
19
20 21