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
$1.08B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$15.1M
3
+$3.99M
4
TMUS icon
T-Mobile US
TMUS
+$1.93M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.54M

Top Sells

1
+$3.43M
2
+$2.58M
3
+$1.42M
4
KLAC icon
KLA
KLAC
+$1.34M
5
EMC
EMC CORPORATION
EMC
+$1.32M

Sector Composition

1 Technology 18.76%
2 Financials 15.56%
3 Healthcare 13.06%
4 Communication Services 9.74%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$252K 0.02%
4,749
627
$250K 0.02%
14,578
628
$250K 0.02%
+4,041
629
$249K 0.02%
9,318
630
$246K 0.02%
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631
$246K 0.02%
+3,636
632
$245K 0.02%
3,460
633
$244K 0.02%
11,760
634
$244K 0.02%
+2,357
635
$243K 0.02%
3,866
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636
$243K 0.02%
5,955
-3
637
$242K 0.02%
4,000
638
$242K 0.02%
20,000
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639
$241K 0.02%
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640
$240K 0.02%
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641
$239K 0.02%
20,000
642
$239K 0.02%
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643
$239K 0.02%
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644
$239K 0.02%
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646
$236K 0.02%
4,425
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648
$232K 0.02%
14,971
649
$232K 0.02%
10,259
650
$232K 0.02%
+5,120
24 25
26
27 28