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
$4.35B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$15.8M
3
+$14.2M
4
ZM icon
Zoom
ZM
+$14M
5
SHOP icon
Shopify
SHOP
+$13.8M

Top Sells

1
+$75.2M
2
+$39.2M
3
+$36.1M
4
TRMB icon
Trimble
TRMB
+$31.9M
5
MSFT icon
Microsoft
MSFT
+$28.2M

Sector Composition

1 Technology 43.22%
2 Communication Services 12.42%
3 Consumer Discretionary 11.66%
4 Financials 7.18%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$235K 0.01%
4,513
-116
602
$233K 0.01%
+2,454
603
$233K 0.01%
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604
$233K 0.01%
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605
$232K 0.01%
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606
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607
$231K 0.01%
1,279
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608
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609
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7,682
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610
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611
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612
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616
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617
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624
$224K 0.01%
4,057
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625
$224K 0.01%
3,653
-95
23 24
25
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