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
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.73M
3
+$1.4M
4
MRO
Marathon Oil Corporation
MRO
+$718K
5
TMO icon
Thermo Fisher Scientific
TMO
+$651K

Top Sells

1
+$2.79M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.93%
2 Healthcare 16.02%
3 Financials 11.99%
4 Industrials 9.94%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$234K 0.04%
+5,674
577
$234K 0.04%
2,500
578
$234K 0.04%
9,381
579
$233K 0.04%
+8,198
580
$232K 0.04%
595,520
+6,400
581
$232K 0.04%
2,182
-216
582
$232K 0.04%
4,500
583
$232K 0.04%
7,026
584
$231K 0.04%
+5,237
585
$231K 0.04%
15,090
586
$229K 0.04%
4,587
587
$227K 0.04%
20,000
588
$227K 0.04%
7,962
-452
589
$226K 0.04%
+5,173
590
$225K 0.04%
2,644
591
$225K 0.04%
4,193
592
$224K 0.04%
4,683
593
$224K 0.04%
4,812
594
$223K 0.04%
+3,031
595
$223K 0.04%
+1,736
596
$223K 0.04%
+4,956
597
$223K 0.04%
+20,267
598
$222K 0.04%
9,578
599
$222K 0.04%
+3,702
600
$222K 0.04%
1,973
-186
22 23
24
25 26