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
$1.59B
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.59M
3
+$5.09M
4
MSFT icon
Microsoft
MSFT
+$5.08M
5
LLY icon
Eli Lilly
LLY
+$4.97M

Top Sells

1
+$10.8M
2
+$9.83M
3
+$3.98M
4
AMGN icon
Amgen
AMGN
+$3.38M
5
COP icon
ConocoPhillips
COP
+$3.38M

Sector Composition

1 Technology 25.07%
2 Financials 15.46%
3 Communication Services 11.99%
4 Consumer Discretionary 11.19%
5 Healthcare 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$258K 0.02%
14,036
652
$258K 0.02%
4,462
-1,655
653
$258K 0.02%
4,968
654
$257K 0.02%
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655
$257K 0.02%
3,758
-12,958
656
$257K 0.02%
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657
$256K 0.02%
349
658
$256K 0.02%
1,884
659
$255K 0.02%
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-58
660
$255K 0.02%
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661
$254K 0.02%
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662
$253K 0.02%
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663
$253K 0.02%
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664
$252K 0.02%
1,615
665
$252K 0.02%
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$252K 0.02%
5,663
667
$251K 0.02%
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668
$251K 0.02%
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$251K 0.02%
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$248K 0.02%
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$248K 0.02%
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$248K 0.02%
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675
$247K 0.02%
5,712
25 26
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