SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$11.8M
3
+$9.85M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$9.35M
5
XOM icon
Exxon Mobil
XOM
+$8.71M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.8%
2 Healthcare 15.61%
3 Financials 12.15%
4 Industrials 9.42%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$256K 0.05%
+15,745
502
$255K 0.05%
+4,916
503
$255K 0.05%
+5,215
504
$255K 0.05%
+5,222
505
$254K 0.05%
+11,005
506
$254K 0.05%
+10,961
507
$254K 0.05%
+31,043
508
$253K 0.05%
+4,021
509
$252K 0.05%
+6,363
510
$252K 0.05%
+17,806
511
$251K 0.05%
+5,099
512
$250K 0.05%
+6,690
513
$250K 0.05%
+3,453
514
$249K 0.05%
+7,372
515
$249K 0.05%
+19,262
516
$249K 0.05%
+8,074
517
$246K 0.04%
+9,578
518
$246K 0.04%
+7,558
519
$245K 0.04%
+3,869
520
$244K 0.04%
+24,572
521
$243K 0.04%
+1,073
522
$243K 0.04%
+6,247
523
$243K 0.04%
+5,178
524
$242K 0.04%
+5,684
525
$242K 0.04%
+4,251
19 20
21
22 23