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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.86M
3
+$1.68M
4
C icon
Citigroup
C
+$1.41M
5
VZ icon
Verizon
VZ
+$628K

Top Sells

1
+$6.45M
2
+$4.67M
3
+$2.92M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.56M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.16%
3 Financials 12.24%
4 Industrials 10.06%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$308K 0.04%
5,322
552
$308K 0.04%
4,916
553
$308K 0.04%
170
554
$308K 0.04%
255
555
$308K 0.04%
2,603
+88
556
$307K 0.04%
8,000
557
$307K 0.04%
9,429
+801
558
$306K 0.04%
29,835
-4,500
559
$306K 0.04%
7,146
560
$304K 0.04%
4,772
+178
561
$304K 0.04%
4,251
562
$304K 0.04%
6,594
563
$303K 0.04%
2,960
+284
564
$303K 0.04%
2,947
565
$302K 0.04%
10,000
+2,100
566
$301K 0.04%
33,300
567
$299K 0.04%
17,603
568
$298K 0.04%
31,124
569
$297K 0.04%
3,155
570
$295K 0.04%
5,512
571
$294K 0.04%
6,439
572
$293K 0.04%
8,296
+549
573
$292K 0.04%
3,003
+186
574
$291K 0.04%
17,806
575
$290K 0.04%
+964
21 22
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