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
$3.9B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$17.8M
3
+$9.85M
4
GS icon
Goldman Sachs
GS
+$8.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.27M

Top Sells

1
+$13.8M
2
+$8.33M
3
+$7.56M
4
ANET icon
Arista Networks
ANET
+$7.56M
5
IBM icon
IBM
IBM
+$7.26M

Sector Composition

1 Technology 40.86%
2 Communication Services 12.12%
3 Consumer Discretionary 11.44%
4 Healthcare 9.14%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$299K 0.01%
6,277
502
$299K 0.01%
4,251
503
$298K 0.01%
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504
$298K 0.01%
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505
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3,940
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508
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510
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511
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512
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2,110
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513
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514
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515
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9,524
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516
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517
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522
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523
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4,283
524
$289K 0.01%
4,457
-89,299
525
$288K 0.01%
5,019
19 20
21
22 23