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
$1.59B
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.59M
3
+$5.09M
4
MSFT icon
Microsoft
MSFT
+$5.08M
5
LLY icon
Eli Lilly
LLY
+$4.97M

Top Sells

1
+$10.8M
2
+$9.83M
3
+$3.98M
4
AMGN icon
Amgen
AMGN
+$3.38M
5
COP icon
ConocoPhillips
COP
+$3.38M

Sector Composition

1 Technology 25.07%
2 Financials 15.46%
3 Communication Services 11.99%
4 Consumer Discretionary 11.19%
5 Healthcare 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$379K 0.02%
9,448
452
$379K 0.02%
24,346
453
$378K 0.02%
7,122
454
$378K 0.02%
4,837
455
$378K 0.02%
18,132
456
$377K 0.02%
11,526
457
$376K 0.02%
22,826
458
$374K 0.02%
3,144
459
$374K 0.02%
5,314
460
$373K 0.02%
15,886
461
$372K 0.02%
2,786
462
$371K 0.02%
4,745
463
$370K 0.02%
3,522
464
$369K 0.02%
2,250
465
$369K 0.02%
7,027
466
$368K 0.02%
11,143
467
$368K 0.02%
14,905
468
$367K 0.02%
8,549
469
$367K 0.02%
3,838
470
$365K 0.02%
10,407
471
$364K 0.02%
26,800
472
$364K 0.02%
2,155
473
$363K 0.02%
3,345
474
$363K 0.02%
2,619
475
$363K 0.02%
14,745
17 18
19
20 21