SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
810
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$4.65M
3
+$3.72M
4
NVDA icon
NVIDIA
NVDA
+$3.68M
5
EXR icon
Extra Space Storage
EXR
+$3.64M

Top Sells

1
+$5.07M
2
+$4.99M
3
+$3.76M
4
MRK icon
Merck
MRK
+$2.86M
5
PG icon
Procter & Gamble
PG
+$2.36M

Sector Composition

1 Technology 36.42%
2 Communication Services 11.85%
3 Consumer Discretionary 11.24%
4 Healthcare 10.7%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$254K 0.01%
7,149
552
$254K 0.01%
1,139
553
$253K 0.01%
2,803
554
$252K 0.01%
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555
$252K 0.01%
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556
$252K 0.01%
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557
$251K 0.01%
5,299
558
$250K 0.01%
2,091
559
$249K 0.01%
1,146
560
$247K 0.01%
2,090
561
$246K 0.01%
7,100
562
$246K 0.01%
3,599
563
$246K 0.01%
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564
$246K 0.01%
11,717
565
$246K 0.01%
2,992
566
$246K 0.01%
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567
$245K 0.01%
1,931
568
$245K 0.01%
3,364
569
$245K 0.01%
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570
$245K 0.01%
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571
$244K 0.01%
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572
$244K 0.01%
10,385
573
$244K 0.01%
2,219
574
$243K 0.01%
3,306
575
$243K 0.01%
4,629
21 22
23
24 25