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
$682M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.18M
3
+$984K
4
POWI icon
Power Integrations
POWI
+$955K
5
CMCSA icon
Comcast
CMCSA
+$692K

Top Sells

1
+$2.63M
2
+$2.08M
3
+$1.4M
4
VOD icon
Vodafone
VOD
+$1.14M
5
HPQ icon
HP
HPQ
+$1.07M

Sector Composition

1 Technology 18.68%
2 Healthcare 15.08%
3 Financials 12.17%
4 Industrials 9.91%
5 Energy 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$233K 0.03%
2,398
652
$233K 0.03%
2,079
+176
653
$232K 0.03%
+57,000
654
$231K 0.03%
10,603
655
$231K 0.03%
22,192
656
$231K 0.03%
3,352
657
$231K 0.03%
5,251
658
$230K 0.03%
5,737
659
$230K 0.03%
5,131
660
$230K 0.03%
5,366
-1,700
661
$229K 0.03%
+4,229
662
$229K 0.03%
7,045
663
$228K 0.03%
5,832
664
$227K 0.03%
18,564
665
$226K 0.03%
+4,321
666
$226K 0.03%
2,082
667
$225K 0.03%
3,542
668
$225K 0.03%
9,526
669
$225K 0.03%
19,813
+1,690
670
$223K 0.03%
+8,366
671
$223K 0.03%
+2,241
672
$223K 0.03%
3,410
673
$221K 0.03%
+7,900
674
$221K 0.03%
14,822
675
$220K 0.03%
8,025
25 26
27
28 29