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
$1.52B
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.64M
3
+$4.54M
4
CSX icon
CSX Corp
CSX
+$4.3M
5
CNC icon
Centene
CNC
+$4.26M

Top Sells

1
+$5.11M
2
+$4.72M
3
+$4.71M
4
WY icon
Weyerhaeuser
WY
+$4.62M
5
MU icon
Micron Technology
MU
+$4.09M

Sector Composition

1 Technology 22.06%
2 Financials 17.72%
3 Communication Services 11.66%
4 Healthcare 10.85%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$317K 0.02%
4,146
552
$316K 0.02%
6,375
553
$316K 0.02%
6,347
554
$315K 0.02%
4,468
555
$315K 0.02%
11,589
556
$314K 0.02%
2,337
557
$313K 0.02%
2,786
558
$312K 0.02%
8,251
559
$310K 0.02%
7,069
560
$310K 0.02%
13,569
561
$309K 0.02%
1,752
562
$308K 0.02%
5,244
563
$305K 0.02%
4,145
-700
564
$305K 0.02%
3,385
565
$304K 0.02%
3,849
566
$304K 0.02%
10,215
567
$302K 0.02%
6,890
-3,600
568
$302K 0.02%
14,359
569
$302K 0.02%
11,535
570
$301K 0.02%
5,083
-300
571
$301K 0.02%
6,512
572
$299K 0.02%
10,407
573
$297K 0.02%
6,127
574
$297K 0.02%
5,765
575
$296K 0.02%
2,189
21 22
23
24 25