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
$1.73B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$11.3M
3
+$6.28M
4
BEN icon
Franklin Resources
BEN
+$5.8M
5
STX icon
Seagate
STX
+$5.03M

Top Sells

1
+$5.96M
2
+$5.49M
3
+$5.41M
4
BALL icon
Ball Corp
BALL
+$3.47M
5
XOM icon
Exxon Mobil
XOM
+$3.36M

Sector Composition

1 Technology 26.47%
2 Financials 14.56%
3 Healthcare 11.73%
4 Consumer Discretionary 11.03%
5 Communication Services 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$276K 0.02%
3,009
652
$276K 0.02%
12,831
653
$275K 0.02%
2,517
654
$275K 0.02%
3,758
655
$275K 0.02%
+5,828
656
$275K 0.02%
10,344
+782
657
$274K 0.02%
3,743
658
$274K 0.02%
2,835
-751
659
$272K 0.02%
3,628
660
$272K 0.02%
4,329
661
$272K 0.02%
+8,301
662
$271K 0.02%
2,675
663
$271K 0.02%
4,614
664
$271K 0.02%
+1,842
665
$270K 0.02%
+8,748
666
$270K 0.02%
1,615
667
$270K 0.02%
+1,336
668
$270K 0.02%
9,659
669
$270K 0.02%
7,422
670
$270K 0.02%
3,744
671
$270K 0.02%
4,514
672
$269K 0.02%
1,547
+154
673
$267K 0.02%
5,790
674
$267K 0.02%
+2,383
675
$267K 0.02%
15,052
-400
25 26
27
28 29