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
$3.9B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$17.8M
3
+$9.85M
4
GS icon
Goldman Sachs
GS
+$8.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.27M

Top Sells

1
+$13.8M
2
+$8.33M
3
+$7.56M
4
ANET icon
Arista Networks
ANET
+$7.56M
5
IBM icon
IBM
IBM
+$7.26M

Sector Composition

1 Technology 40.86%
2 Communication Services 12.12%
3 Consumer Discretionary 11.44%
4 Healthcare 9.14%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$343K 0.01%
+15,392
452
$341K 0.01%
1,075
-46
453
$341K 0.01%
21,964
454
$338K 0.01%
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455
$338K 0.01%
1,515
-60
456
$337K 0.01%
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457
$334K 0.01%
1,213
458
$332K 0.01%
1,338
459
$332K 0.01%
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460
$331K 0.01%
1,038
461
$330K 0.01%
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462
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906
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463
$330K 0.01%
11,827
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$328K 0.01%
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465
$325K 0.01%
2,055
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466
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+7,709
467
$323K 0.01%
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468
$323K 0.01%
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$323K 0.01%
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$322K 0.01%
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$322K 0.01%
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472
$320K 0.01%
9,013
473
$320K 0.01%
8,846
474
$319K 0.01%
2,002
+82
475
$319K 0.01%
4,027
17 18
19
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