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
$1.45B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.14M
3
+$3.8M
4
DD icon
DuPont de Nemours
DD
+$3.72M
5
K
Kellanova
K
+$3.67M

Top Sells

1
+$5.31M
2
+$5.26M
3
+$5.23M
4
CA
CA, Inc.
CA
+$4.52M
5
CVX icon
Chevron
CVX
+$4.06M

Sector Composition

1 Technology 21.57%
2 Financials 17.17%
3 Communication Services 11.99%
4 Healthcare 11.45%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$383K 0.03%
7,700
452
$383K 0.03%
7,013
453
$382K 0.03%
+26,800
454
$382K 0.03%
7,563
455
$380K 0.03%
5,146
456
$380K 0.03%
10,209
457
$380K 0.03%
5,879
458
$379K 0.03%
9,645
459
$379K 0.03%
6,036
460
$379K 0.03%
20,132
461
$376K 0.03%
3,522
462
$376K 0.03%
5,621
463
$376K 0.03%
3,541
464
$376K 0.03%
2,715
465
$376K 0.03%
6,709
466
$375K 0.03%
3,201
467
$374K 0.03%
13,140
468
$373K 0.03%
32,515
469
$372K 0.03%
3,442
470
$372K 0.03%
9,318
471
$370K 0.03%
16,107
472
$366K 0.03%
3,704
473
$366K 0.03%
24,346
474
$365K 0.03%
6,880
475
$364K 0.03%
18,477
17 18
19
20 21