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
$661M
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.1M
3
+$1.1M
4
TSLA icon
Tesla
TSLA
+$1.09M
5
INTC icon
Intel
INTC
+$582K

Top Sells

1
+$3.57M
2
+$1.62M
3
+$1.59M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.54M
5
AME icon
Ametek
AME
+$1.25M

Sector Composition

1 Technology 17.89%
2 Healthcare 15%
3 Financials 12.41%
4 Industrials 10.23%
5 Energy 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$225K 0.03%
+8,054
652
$225K 0.03%
22,192
653
$225K 0.03%
9,885
654
$224K 0.03%
14,132
655
$223K 0.03%
+2,398
656
$221K 0.03%
+8,709
657
$220K 0.03%
+8,233
658
$220K 0.03%
+3,542
659
$220K 0.03%
4,730
660
$219K 0.03%
4,245
661
$219K 0.03%
19,540
+4,231
662
$219K 0.03%
+2,437
663
$218K 0.03%
5,087
664
$217K 0.03%
+1,180
665
$217K 0.03%
+4,188
666
$217K 0.03%
+1,289
667
$216K 0.03%
8,974
668
$215K 0.03%
2,110
-72
669
$215K 0.03%
+2,108
670
$214K 0.03%
+5,048
671
$213K 0.03%
+4,902
672
$213K 0.03%
3,031
673
$213K 0.03%
+23,743
674
$213K 0.03%
2,069
+144
675
$212K 0.03%
+3,788
25 26
27
28 29