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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$6.36M
3
+$4.78M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.57M
5
NVR icon
NVR
NVR
+$1.14M

Top Sells

1
+$69.7M
2
+$63.9M
3
+$41.7M
4
META icon
Meta Platforms (Facebook)
META
+$34.7M
5
INTC icon
Intel
INTC
+$33.8M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4.96K 0.02%
245
-4,717
577
$4.93K 0.02%
+297
578
$4.91K 0.02%
339
-4,573
579
$4.9K 0.02%
213,875
+89,075
580
$4.88K 0.02%
+267
581
$4.86K 0.02%
250
-4,605
582
$4.84K 0.02%
378
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583
$4.83K 0.02%
310
-4,525
584
$4.83K 0.02%
+211
585
$4.82K 0.02%
262
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586
$4.82K 0.02%
807
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587
$4.82K 0.02%
253
-4,563
588
$4.81K 0.02%
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589
$4.8K 0.02%
226
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590
$4.75K 0.02%
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591
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220
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426
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593
$4.68K 0.02%
387
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594
$4.67K 0.02%
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595
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324
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596
$4.62K 0.02%
252
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597
$4.62K 0.02%
328
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598
$4.61K 0.02%
207
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599
$4.56K 0.02%
394
-4,163
600
$4.56K 0.02%
1,974
-11,694
22 23
24
25 26