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
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.63M
3
+$7.87M
4
CF icon
CF Industries
CF
+$5.16M
5
CVX icon
Chevron
CVX
+$5.15M

Top Sells

1
+$12.1M
2
+$7.38M
3
+$7.37M
4
AAPL icon
Apple
AAPL
+$6.97M
5
CAT icon
Caterpillar
CAT
+$6.9M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$272K 0.02%
2,944
-1,005
577
$272K 0.02%
10,446
578
$271K 0.02%
6,458
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579
$270K 0.02%
6,917
-608
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$270K 0.02%
12,144
581
$269K 0.02%
9,061
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582
$268K 0.01%
1,611
583
$268K 0.01%
3,775
584
$267K 0.01%
2,414
-1,147
585
$267K 0.01%
9,918
-902
586
$267K 0.01%
12,252
587
$266K 0.01%
3,107
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588
$266K 0.01%
2,839
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589
$266K 0.01%
3,057
590
$265K 0.01%
6,522
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591
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+9,060
592
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594
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5,983
595
$263K 0.01%
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596
$262K 0.01%
2,668
597
$262K 0.01%
5,487
-261
598
$262K 0.01%
7,860
599
$261K 0.01%
16,469
600
$260K 0.01%
2,731
22 23
24
25 26