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
526
$321K 0.02%
3,508
527
$321K 0.02%
13,140
528
$320K 0.02%
5,215
529
$320K 0.02%
6,347
530
$320K 0.02%
4,935
531
$320K 0.02%
2,612
532
$319K 0.02%
+6,118
533
$318K 0.02%
6,006
534
$317K 0.02%
4,158
535
$317K 0.02%
1,078
536
$315K 0.02%
6,983
-400
537
$314K 0.02%
12,743
538
$313K 0.02%
3,748
539
$313K 0.02%
2,770
540
$312K 0.02%
3,128
541
$311K 0.02%
4,234
542
$310K 0.02%
2,936
543
$310K 0.02%
5,637
544
$308K 0.02%
9,000
545
$308K 0.02%
7,700
546
$307K 0.02%
22,852
547
$306K 0.02%
3,788
548
$306K 0.02%
8,235
549
$305K 0.02%
11,169
550
$305K 0.02%
8,546
-6,200
20 21
22
23 24