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
$1.08B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$15.1M
3
+$3.99M
4
TMUS icon
T-Mobile US
TMUS
+$1.93M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.54M

Top Sells

1
+$3.43M
2
+$2.58M
3
+$1.42M
4
KLAC icon
KLA
KLAC
+$1.34M
5
EMC
EMC CORPORATION
EMC
+$1.32M

Sector Composition

1 Technology 18.76%
2 Financials 15.56%
3 Healthcare 13.06%
4 Communication Services 9.74%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$320K 0.03%
2,963
+100
527
$320K 0.03%
8,966
+4,615
528
$319K 0.03%
10,151
529
$318K 0.03%
9,825
530
$317K 0.03%
5,755
531
$317K 0.03%
5,614
532
$316K 0.03%
+6,582
533
$315K 0.03%
4,332
534
$315K 0.03%
4,728
-13,801
535
$315K 0.03%
10,469
536
$314K 0.03%
15,339
537
$314K 0.03%
8,022
538
$313K 0.03%
6,008
539
$312K 0.03%
4,563
540
$312K 0.03%
7,645
541
$311K 0.03%
12,177
542
$310K 0.03%
5,879
543
$310K 0.03%
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544
$310K 0.03%
3,273
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545
$309K 0.03%
18,564
546
$309K 0.03%
13,841
547
$309K 0.03%
7,700
548
$309K 0.03%
3,502
549
$309K 0.03%
28,361
550
$307K 0.03%
2,476
20 21
22
23 24