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
$1.59B
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.59M
3
+$5.09M
4
MSFT icon
Microsoft
MSFT
+$5.08M
5
LLY icon
Eli Lilly
LLY
+$4.97M

Top Sells

1
+$10.8M
2
+$9.83M
3
+$3.98M
4
AMGN icon
Amgen
AMGN
+$3.38M
5
COP icon
ConocoPhillips
COP
+$3.38M

Sector Composition

1 Technology 25.07%
2 Financials 15.46%
3 Communication Services 11.99%
4 Consumer Discretionary 11.19%
5 Healthcare 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$305K 0.02%
3,752
-440
552
$304K 0.02%
4,452
+201
553
$304K 0.02%
16,800
554
$304K 0.02%
3,108
555
$304K 0.02%
3,102
+237
556
$303K 0.02%
8,452
-5,310
557
$302K 0.02%
8,937
558
$302K 0.02%
6,412
559
$302K 0.02%
5,823
560
$300K 0.02%
3,009
561
$300K 0.02%
5,006
+477
562
$300K 0.02%
11,589
563
$299K 0.02%
+1,607
564
$299K 0.02%
25,565
565
$299K 0.02%
9,391
566
$298K 0.02%
12,812
567
$298K 0.02%
10,704
568
$298K 0.02%
2,983
569
$296K 0.02%
6,890
570
$295K 0.02%
3,838
571
$295K 0.02%
3,272
572
$294K 0.02%
7,606
573
$294K 0.02%
11,535
574
$294K 0.02%
5,278
575
$293K 0.02%
14,755
21 22
23
24 25