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
476
$361K 0.02%
25,745
477
$360K 0.02%
3,007
478
$357K 0.02%
15,264
479
$356K 0.02%
+13,000
480
$355K 0.02%
4,360
481
$354K 0.02%
1,191
482
$353K 0.02%
4,053
483
$351K 0.02%
6,721
+500
484
$350K 0.02%
65,965
485
$348K 0.02%
2,478
+141
486
$348K 0.02%
332
487
$347K 0.02%
3,765
488
$345K 0.02%
12,488
489
$345K 0.02%
+9,041
490
$345K 0.02%
17,345
491
$345K 0.02%
4,277
492
$344K 0.02%
30,078
493
$344K 0.02%
1,930
494
$343K 0.02%
8,554
495
$343K 0.02%
1,774
496
$343K 0.02%
5,534
497
$341K 0.02%
2,830
498
$341K 0.02%
2,784
-188
499
$340K 0.02%
3,996
+278
500
$338K 0.02%
21,016
+804
18 19
20
21 22