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
$3.14B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.37M
3
+$8.17M
4
AVGO icon
Broadcom
AVGO
+$7.83M
5
ORCL icon
Oracle
ORCL
+$7.42M

Top Sells

1
+$11.9M
2
+$10.8M
3
+$8.63M
4
NRG icon
NRG Energy
NRG
+$8.41M
5
GILD icon
Gilead Sciences
GILD
+$7.87M

Sector Composition

1 Technology 38.97%
2 Consumer Discretionary 11.75%
3 Communication Services 11.14%
4 Healthcare 8.89%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$311K 0.01%
1,511
-223
477
$311K 0.01%
7,447
-575
478
$310K 0.01%
1,527
-133
479
$310K 0.01%
47,272
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480
$309K 0.01%
4,679
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481
$307K 0.01%
982
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482
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1,865
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483
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484
$306K 0.01%
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485
$305K 0.01%
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486
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1,573
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487
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2,090
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488
$303K 0.01%
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5,746
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490
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491
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492
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1,580
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495
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3,424
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496
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835
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1,501
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498
$298K 0.01%
4,393
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499
$297K 0.01%
5,165
-356
500
$297K 0.01%
1,489
-137
18 19
20
21 22