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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$6.97M
3
+$4.28M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.77M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M

Top Sells

1
+$2.46M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.3M
5
COR icon
Cencora
COR
+$1.2M

Sector Composition

1 Technology 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$299K 0.03%
5,920
+5
552
$297K 0.03%
8,022
553
$296K 0.03%
18,564
554
$296K 0.03%
4,926
555
$296K 0.03%
8,326
+2,279
556
$295K 0.03%
4,141
557
$295K 0.03%
8,443
558
$294K 0.03%
6,833
559
$292K 0.03%
3,656
+2
560
$292K 0.03%
6,631
561
$292K 0.03%
4,802
562
$291K 0.03%
5,087
563
$291K 0.03%
8,211
564
$290K 0.03%
14,703
565
$290K 0.03%
2,445
-92
566
$290K 0.03%
22,311
567
$290K 0.03%
9,272
568
$289K 0.03%
4,587
569
$288K 0.03%
4,449
570
$287K 0.03%
10,151
571
$287K 0.03%
10,469
572
$283K 0.03%
9,840
573
$283K 0.03%
3,943
574
$282K 0.03%
+5,946
575
$281K 0.03%
2,570
-492
21 22
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