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
501
$338K 0.02%
11,754
502
$338K 0.02%
+46,000
503
$337K 0.02%
5,879
504
$337K 0.02%
3,464
505
$337K 0.02%
10,988
506
$336K 0.02%
3,525
-187
507
$336K 0.02%
4,912
508
$335K 0.02%
7,974
509
$334K 0.02%
2,479
510
$332K 0.02%
6,302
511
$332K 0.02%
4,581
512
$332K 0.02%
11,619
513
$331K 0.02%
3,541
514
$331K 0.02%
4,687
+356
515
$330K 0.02%
4,926
516
$330K 0.02%
7,881
517
$329K 0.02%
5,323
518
$329K 0.02%
12,942
519
$328K 0.02%
5,194
520
$326K 0.02%
14,359
521
$326K 0.02%
9,366
+655
522
$324K 0.02%
2,964
523
$322K 0.02%
13,569
524
$322K 0.02%
3,371
+314
525
$322K 0.02%
3,625
19 20
21
22 23