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
$1.59B
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.59M
3
+$5.09M
4
MSFT icon
Microsoft
MSFT
+$5.08M
5
LLY icon
Eli Lilly
LLY
+$4.97M

Top Sells

1
+$10.8M
2
+$9.83M
3
+$3.98M
4
AMGN icon
Amgen
AMGN
+$3.38M
5
COP icon
ConocoPhillips
COP
+$3.38M

Sector Composition

1 Technology 25.07%
2 Financials 15.46%
3 Communication Services 11.99%
4 Consumer Discretionary 11.19%
5 Healthcare 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$272K 0.02%
7,691
627
$272K 0.02%
1,741
628
$272K 0.02%
6,064
629
$271K 0.02%
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$271K 0.02%
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631
$270K 0.02%
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632
$269K 0.02%
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633
$269K 0.02%
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634
$268K 0.02%
8,866
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635
$268K 0.02%
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636
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637
$267K 0.02%
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638
$267K 0.02%
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639
$267K 0.02%
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640
$266K 0.02%
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$266K 0.02%
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642
$265K 0.02%
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643
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$264K 0.02%
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$264K 0.02%
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648
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4,311
649
$260K 0.02%
7,778
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650
$259K 0.02%
5,790
24 25
26
27 28