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
$4.02B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$20.6M
3
+$13.8M
4
MSFT icon
Microsoft
MSFT
+$12.6M
5
AMZN icon
Amazon
AMZN
+$8.97M

Top Sells

1
+$33.6M
2
+$32M
3
+$27M
4
CSCO icon
Cisco
CSCO
+$15.3M
5
TSLA icon
Tesla
TSLA
+$12.4M

Sector Composition

1 Technology 42.45%
2 Consumer Discretionary 12.54%
3 Communication Services 12.4%
4 Healthcare 7.39%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$265K 0.01%
6,177
-369
552
$265K 0.01%
2,413
553
$264K 0.01%
1,752
+26
554
$264K 0.01%
6,280
555
$264K 0.01%
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-94
556
$264K 0.01%
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-210
557
$263K 0.01%
4,933
+1,437
558
$263K 0.01%
1,376
559
$263K 0.01%
832
-151
560
$261K 0.01%
2,606
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561
$261K 0.01%
12,018
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562
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563
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3,156
564
$260K 0.01%
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565
$260K 0.01%
2,165
566
$259K 0.01%
2,299
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567
$259K 0.01%
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570
$258K 0.01%
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571
$257K 0.01%
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572
$256K 0.01%
1,630
-90
573
$255K 0.01%
3,711
-316
574
$255K 0.01%
+2,456
575
$254K 0.01%
1,736
21 22
23
24 25