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
$2.69B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$6.53M
3
+$6.28M
4
PG icon
Procter & Gamble
PG
+$5.84M
5
AAPL icon
Apple
AAPL
+$5.68M

Top Sells

1
+$13.4M
2
+$10.1M
3
+$8.84M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
MOS icon
The Mosaic Company
MOS
+$3.37M

Sector Composition

1 Technology 36.97%
2 Consumer Discretionary 12.73%
3 Communication Services 12.1%
4 Healthcare 9.95%
5 Consumer Staples 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$323K 0.01%
1,190
502
$323K 0.01%
684
503
$322K 0.01%
1,822
504
$321K 0.01%
9,604
505
$321K 0.01%
2,849
506
$321K 0.01%
8,141
507
$320K 0.01%
8,587
508
$319K 0.01%
4,713
-58
509
$319K 0.01%
2,647
-114
510
$318K 0.01%
3,607
511
$318K 0.01%
3,018
512
$317K 0.01%
7,880
513
$317K 0.01%
4,360
514
$315K 0.01%
15,519
515
$313K 0.01%
3,185
-288
516
$312K 0.01%
1,813
517
$311K 0.01%
2,978
-73
518
$310K 0.01%
4,207
519
$310K 0.01%
8,909
520
$309K 0.01%
2,677
521
$308K 0.01%
2,183
522
$308K 0.01%
18,688
523
$306K 0.01%
1,687
524
$306K 0.01%
2,028
525
$305K 0.01%
3,958
19 20
21
22 23