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
$2.69B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$6.53M
3
+$6.28M
4
PG icon
Procter & Gamble
PG
+$5.84M
5
AAPL icon
Apple
AAPL
+$5.68M

Top Sells

1
+$13.4M
2
+$10.1M
3
+$8.84M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
MOS icon
The Mosaic Company
MOS
+$3.37M

Sector Composition

1 Technology 36.97%
2 Consumer Discretionary 12.73%
3 Communication Services 12.1%
4 Healthcare 9.95%
5 Consumer Staples 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$283K 0.01%
7,310
577
$282K 0.01%
+6,602
578
$282K 0.01%
3,590
579
$282K 0.01%
865
580
$281K 0.01%
21,550
581
$281K 0.01%
3,023
582
$279K 0.01%
14,755
583
$279K 0.01%
3,630
584
$279K 0.01%
2,039
-56
585
$279K 0.01%
6,472
586
$279K 0.01%
6,872
587
$278K 0.01%
1,871
588
$278K 0.01%
8,309
-171
589
$277K 0.01%
6,656
590
$277K 0.01%
8,750
591
$277K 0.01%
9,908
592
$276K 0.01%
6,457
593
$274K 0.01%
3,158
594
$273K 0.01%
7,144
595
$272K 0.01%
7,087
596
$272K 0.01%
3,328
597
$271K 0.01%
10,549
598
$270K 0.01%
2,195
-28
599
$270K 0.01%
2,874
600
$270K 0.01%
2,663
22 23
24
25 26