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
$3.66B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.3M
3
+$8.95M
4
C icon
Citigroup
C
+$7.74M
5
UNH icon
UnitedHealth
UNH
+$6.61M

Top Sells

1
+$22.4M
2
+$12.1M
3
+$9.71M
4
WFC icon
Wells Fargo
WFC
+$6.6M
5
IRM icon
Iron Mountain
IRM
+$6.54M

Sector Composition

1 Technology 42.57%
2 Communication Services 12.19%
3 Consumer Discretionary 11.12%
4 Healthcare 8.49%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$244K 0.01%
2,420
577
$242K 0.01%
2,174
-150
578
$242K 0.01%
3,141
-255
579
$241K 0.01%
2,054
-229
580
$241K 0.01%
3,496
-239
581
$241K 0.01%
1,635
582
$241K 0.01%
4,470
-1
583
$241K 0.01%
3,778
-221
584
$240K 0.01%
6,288
-411
585
$239K 0.01%
5,958
-334
586
$239K 0.01%
11,102
-858
587
$239K 0.01%
2,068
588
$239K 0.01%
+2,971
589
$238K 0.01%
1,459
-84
590
$238K 0.01%
3,215
-363
591
$238K 0.01%
2,916
-39,600
592
$238K 0.01%
2,245
-361
593
$237K 0.01%
11,960
-10,164
594
$237K 0.01%
2,413
-245
595
$237K 0.01%
3,096
-177
596
$236K 0.01%
9,013
-671
597
$236K 0.01%
4,251
-466
598
$235K 0.01%
261
599
$235K 0.01%
2,491
-161
600
$235K 0.01%
1,210
22 23
24
25 26