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
$2.55B
AUM Growth
-$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$8.26M
3
+$5.58M
4
CSCO icon
Cisco
CSCO
+$5.09M
5
FE icon
FirstEnergy
FE
+$4.86M

Top Sells

1
+$79.9M
2
+$26.5M
3
+$23M
4
TT icon
Trane Technologies
TT
+$18.3M
5
CDNS icon
Cadence Design Systems
CDNS
+$7.91M

Sector Composition

1 Technology 35.28%
2 Communication Services 13.68%
3 Consumer Discretionary 12.1%
4 Healthcare 10.63%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$298K 0.01%
3,774
552
$298K 0.01%
1,518
553
$297K 0.01%
2,859
554
$296K 0.01%
7,274
555
$296K 0.01%
2,160
556
$296K 0.01%
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557
$294K 0.01%
2,221
558
$293K 0.01%
2,322
559
$293K 0.01%
5,299
560
$293K 0.01%
6,472
561
$292K 0.01%
16,336
562
$292K 0.01%
3,508
563
$292K 0.01%
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564
$292K 0.01%
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565
$291K 0.01%
18,688
566
$291K 0.01%
1,478
567
$290K 0.01%
1,318
-54
568
$290K 0.01%
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569
$289K 0.01%
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570
$289K 0.01%
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571
$288K 0.01%
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572
$287K 0.01%
3,680
573
$287K 0.01%
6,744
574
$286K 0.01%
11,500
575
$283K 0.01%
6,431
21 22
23
24 25