SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
810
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$4.65M
3
+$3.72M
4
NVDA icon
NVIDIA
NVDA
+$3.68M
5
EXR icon
Extra Space Storage
EXR
+$3.64M

Top Sells

1
+$5.07M
2
+$4.99M
3
+$3.76M
4
MRK icon
Merck
MRK
+$2.86M
5
PG icon
Procter & Gamble
PG
+$2.36M

Sector Composition

1 Technology 36.42%
2 Communication Services 11.85%
3 Consumer Discretionary 11.24%
4 Healthcare 10.7%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$220K 0.01%
3,471
627
$220K 0.01%
6,656
628
$220K 0.01%
2,874
629
$220K 0.01%
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$219K 0.01%
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631
$219K 0.01%
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632
$218K 0.01%
530
633
$216K 0.01%
4,519
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634
$215K 0.01%
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635
$215K 0.01%
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636
$215K 0.01%
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637
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638
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639
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$214K 0.01%
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641
$213K 0.01%
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642
$213K 0.01%
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643
$212K 0.01%
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$212K 0.01%
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647
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648
$210K 0.01%
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649
$210K 0.01%
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650
$208K 0.01%
8,965
-24,459
24 25
26
27 28