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
601
$222K 0.04%
11,819
602
$222K 0.04%
+5,643
603
$221K 0.04%
+7,188
604
$221K 0.04%
13,024
605
$221K 0.04%
22,192
606
$221K 0.04%
11,545
-542
607
$220K 0.04%
7,334
608
$220K 0.04%
7,927
609
$218K 0.04%
+3,409
610
$218K 0.04%
6,685
611
$218K 0.04%
4,730
-326
612
$218K 0.04%
+8,677
613
$218K 0.04%
19,995
614
$216K 0.04%
2,793
-4,400
615
$216K 0.04%
+2,183
616
$215K 0.04%
+4,400
617
$215K 0.04%
3,532
-452
618
$214K 0.04%
6,890
-400
619
$214K 0.04%
+2,440
620
$214K 0.04%
24,546
+1,002
621
$214K 0.04%
3,352
622
$213K 0.04%
9,885
623
$212K 0.04%
2,860
624
$212K 0.04%
+4,245
625
$212K 0.04%
+4,229
23 24
25
26 27