SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$603M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$4.67M
3
+$3.39M
4
INTC icon
Intel
INTC
+$3.29M
5
EXC icon
Exelon
EXC
+$3.15M

Top Sells

1
+$124M
2
+$41.7M
3
+$23.6M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$14M
5
AMZN icon
Amazon
AMZN
+$10.2M

Sector Composition

1 Technology 28.52%
2 Consumer Discretionary 12%
3 Financials 11.53%
4 Healthcare 11.07%
5 Communication Services 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$206K 0.02%
1,035
527
$205K 0.02%
9,267
-1,275
528
$205K 0.02%
654
-300
529
$204K 0.02%
6,058
530
$204K 0.02%
15,608
-1,125
531
$203K 0.02%
5,452
532
$202K 0.02%
4,527
-200
533
$202K 0.02%
8,522
534
$202K 0.02%
36,463
-8,000
535
$201K 0.02%
2,803
-262
536
$201K 0.02%
18,233
537
$201K 0.02%
3,794
538
$201K 0.02%
2,063
+400
539
$201K 0.02%
8,052
-209
540
$200K 0.02%
3,976
-328
541
$194K 0.02%
3,917
542
$193K 0.02%
26,808
543
$192K 0.02%
715
-57
544
$192K 0.02%
25,000
545
$191K 0.02%
13,749
546
$191K 0.02%
21,715
547
$185K 0.02%
14,019
548
$183K 0.02%
15,875
-20,675
549
$183K 0.02%
15,729
550
$182K 0.02%
10,465
20 21
22
23 24