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
$2.69B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$6.53M
3
+$6.28M
4
PG icon
Procter & Gamble
PG
+$5.84M
5
AAPL icon
Apple
AAPL
+$5.68M

Top Sells

1
+$13.4M
2
+$10.1M
3
+$8.84M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
MOS icon
The Mosaic Company
MOS
+$3.37M

Sector Composition

1 Technology 36.97%
2 Consumer Discretionary 12.73%
3 Communication Services 12.1%
4 Healthcare 9.95%
5 Consumer Staples 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$259K 0.01%
3,364
627
$259K 0.01%
3,052
628
$258K 0.01%
3,774
629
$258K 0.01%
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$258K 0.01%
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631
$257K 0.01%
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$256K 0.01%
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633
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1,109
634
$255K 0.01%
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635
$254K 0.01%
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636
$254K 0.01%
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637
$254K 0.01%
15,533
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638
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639
$253K 0.01%
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640
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641
$252K 0.01%
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642
$252K 0.01%
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$252K 0.01%
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2,422
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648
$249K 0.01%
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649
$249K 0.01%
725
650
$249K 0.01%
4,150
24 25
26
27 28