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
551
$307K 0.03%
10,202
552
$306K 0.03%
10,831
553
$303K 0.03%
3,943
554
$303K 0.03%
8,409
555
$302K 0.03%
36,000
+21,000
556
$300K 0.03%
6,708
+200
557
$299K 0.03%
9,056
558
$299K 0.03%
4,141
-402
559
$298K 0.03%
2,712
+300
560
$298K 0.03%
5,106
561
$298K 0.03%
4,607
562
$298K 0.03%
5,915
563
$298K 0.03%
8,597
564
$298K 0.03%
3,083
+155
565
$295K 0.03%
22,537
566
$295K 0.03%
3,667
567
$291K 0.03%
21,888
+3,652
568
$290K 0.03%
7,471
-317
569
$289K 0.03%
7,407
570
$289K 0.03%
2,113
571
$289K 0.03%
10,423
572
$287K 0.03%
10,200
573
$287K 0.03%
6,183
574
$286K 0.03%
15,965
575
$286K 0.03%
4,031
21 22
23
24 25