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
$2.77B
AUM Growth
+$382M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.07M
3
+$8.76M
4
MSFT icon
Microsoft
MSFT
+$8.7M
5
BSX icon
Boston Scientific
BSX
+$6.05M

Top Sells

1
+$9.41M
2
+$6.78M
3
+$6.58M
4
STX icon
Seagate
STX
+$6.18M
5
INTC icon
Intel
INTC
+$5.29M

Sector Composition

1 Technology 37.9%
2 Consumer Discretionary 11.97%
3 Communication Services 11.24%
4 Healthcare 9.29%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$295K 0.01%
5,639
502
$294K 0.01%
1,420
503
$293K 0.01%
3,385
-257
504
$292K 0.01%
1,564
505
$292K 0.01%
3,801
506
$291K 0.01%
326
507
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5,104
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508
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2,584
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509
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-100
510
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511
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3,036
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512
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513
$287K 0.01%
3,416
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514
$286K 0.01%
7,474
515
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5,060
516
$286K 0.01%
1,716
-197
517
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518
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11,383
519
$285K 0.01%
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520
$284K 0.01%
4,807
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521
$283K 0.01%
3,984
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2,800
-50
523
$282K 0.01%
3,878
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524
$282K 0.01%
3,890
-207
525
$282K 0.01%
4,110
-326
19 20
21
22 23