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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$6.36M
3
+$4.78M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.57M
5
NVR icon
NVR
NVR
+$1.14M

Top Sells

1
+$69.7M
2
+$63.9M
3
+$41.7M
4
META icon
Meta Platforms (Facebook)
META
+$34.7M
5
INTC icon
Intel
INTC
+$33.8M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4.16K 0.02%
304
-3,854
627
$4.15K 0.02%
334
-3,889
628
$4.14K 0.02%
245
-3,891
629
$4.12K 0.02%
297
-3,826
630
$4.11K 0.02%
347
-3,765
631
$4.08K 0.02%
240
-3,840
632
$4.08K 0.02%
275
-3,804
633
$4.05K 0.02%
273
-3,780
634
$3.98K 0.02%
558
-3,458
635
$3.96K 0.02%
+283
636
$3.95K 0.02%
376
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637
$3.95K 0.02%
233
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638
$3.92K 0.02%
488
-3,437
639
$3.91K 0.02%
562
-7,260
640
$3.9K 0.02%
347
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231
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642
$3.86K 0.02%
229
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643
$3.85K 0.02%
284
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$3.84K 0.02%
357
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$3.84K 0.02%
364
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646
$3.83K 0.02%
1,944
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647
$3.81K 0.02%
+226
648
$3.79K 0.02%
486
-3,309
649
$3.79K 0.02%
291
-3,498
650
$3.78K 0.01%
280
-3,501
24 25
26
27 28