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
$1.08B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$15.1M
3
+$3.99M
4
TMUS icon
T-Mobile US
TMUS
+$1.93M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.54M

Top Sells

1
+$3.43M
2
+$2.58M
3
+$1.42M
4
KLAC icon
KLA
KLAC
+$1.34M
5
EMC
EMC CORPORATION
EMC
+$1.32M

Sector Composition

1 Technology 18.76%
2 Financials 15.56%
3 Healthcare 13.06%
4 Communication Services 9.74%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$231K 0.02%
3,736
652
$231K 0.02%
+5,296
653
$229K 0.02%
16,229
654
$228K 0.02%
+4,070
655
$227K 0.02%
3,547
656
$227K 0.02%
5,087
657
$226K 0.02%
1,830
658
$226K 0.02%
7,482
659
$226K 0.02%
4,458
+219
660
$225K 0.02%
2,698
661
$225K 0.02%
3,477
662
$224K 0.02%
3,324
663
$224K 0.02%
2,403
664
$224K 0.02%
15,310
665
$222K 0.02%
+6,037
666
$222K 0.02%
12,800
667
$222K 0.02%
+4,168
668
$221K 0.02%
2,001
669
$220K 0.02%
+8,366
670
$220K 0.02%
2,545
671
$220K 0.02%
+941
672
$220K 0.02%
+1,791
673
$219K 0.02%
275
674
$219K 0.02%
+4,618
675
$218K 0.02%
1,191
25 26
27
28 29