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
$682M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.18M
3
+$984K
4
POWI icon
Power Integrations
POWI
+$955K
5
CMCSA icon
Comcast
CMCSA
+$692K

Top Sells

1
+$2.63M
2
+$2.08M
3
+$1.4M
4
VOD icon
Vodafone
VOD
+$1.14M
5
HPQ icon
HP
HPQ
+$1.07M

Sector Composition

1 Technology 18.68%
2 Healthcare 15.08%
3 Financials 12.17%
4 Industrials 9.91%
5 Energy 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$245K 0.04%
3,794
627
$245K 0.04%
31,124
628
$244K 0.04%
6,439
629
$243K 0.04%
4,683
630
$243K 0.04%
2,676
+239
631
$243K 0.04%
8,974
632
$243K 0.04%
8,628
633
$243K 0.04%
7,747
634
$242K 0.04%
14,132
635
$241K 0.04%
4,594
+448
636
$241K 0.04%
2,206
+96
637
$240K 0.04%
5,087
638
$240K 0.04%
7,927
639
$239K 0.04%
+2,705
640
$239K 0.04%
693
641
$239K 0.04%
10,846
642
$238K 0.03%
4,187
-5,400
643
$237K 0.03%
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644
$236K 0.03%
9,029
+278
645
$236K 0.03%
5,048
646
$236K 0.03%
6,583
647
$235K 0.03%
3,961
-1,500
648
$234K 0.03%
2,860
649
$234K 0.03%
11,257
650
$234K 0.03%
+11,369
24 25
26
27 28