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
626
$210K 0.04%
+218
627
$210K 0.04%
+3,805
628
$209K 0.04%
+7,162
629
$207K 0.03%
+3,419
630
$207K 0.03%
7,043
631
$206K 0.03%
+5,294
632
$206K 0.03%
6,894
633
$206K 0.03%
9,381
634
$205K 0.03%
+23,835
635
$205K 0.03%
8,903
-414
636
$205K 0.03%
+1,925
637
$205K 0.03%
+5,087
638
$205K 0.03%
6,888
-1,186
639
$203K 0.03%
+5,632
640
$203K 0.03%
+4,206
641
$203K 0.03%
+4,104
642
$203K 0.03%
+8,974
643
$202K 0.03%
+1,885
644
$202K 0.03%
+9,526
645
$201K 0.03%
+8,624
646
$200K 0.03%
10,340
-689
647
$200K 0.03%
+2,212
648
$197K 0.03%
14,192
649
$191K 0.03%
14,822
650
$186K 0.03%
+11,821
24 25
26
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