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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$6.36M
3
+$4.78M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.57M
5
NVR icon
NVR
NVR
+$1.14M

Top Sells

1
+$69.7M
2
+$63.9M
3
+$41.7M
4
META icon
Meta Platforms (Facebook)
META
+$34.7M
5
INTC icon
Intel
INTC
+$33.8M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$154K 0.61%
1,696
-159,438
27
$153K 0.61%
12,360
-143,823
28
$152K 0.6%
230
-2,795
29
$152K 0.6%
10,141
-73,467
30
$147K 0.58%
8,380
-143,412
31
$142K 0.56%
31,878
-302,991
32
$140K 0.55%
1,968
-138,032
33
$140K 0.55%
6,964
-132,823
34
$139K 0.55%
5,755
-176,312
35
$138K 0.55%
1,371
-209,355
36
$137K 0.54%
16,816
-120,153
37
$135K 0.53%
7,013
-76,358
38
$135K 0.53%
2,970
-132,030
39
$135K 0.53%
13,998
-191,495
40
$131K 0.52%
8,937
-122,093
41
$128K 0.51%
2,496
-39,563
42
$121K 0.48%
14,896
-143,215
43
$119K 0.47%
2,211
-116,489
44
$118K 0.47%
4,897
-113,482
45
$118K 0.47%
3,110
-181,660
46
$118K 0.46%
659
-116,841
47
$117K 0.46%
12,452
-113,341
48
$117K 0.46%
4,805
-97,535
49
$113K 0.45%
3,698
-68,454
50
$111K 0.44%
11,563
-98,868
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