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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$6.36M
3
+$4.78M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.57M
5
NVR icon
NVR
NVR
+$1.14M

Top Sells

1
+$69.7M
2
+$63.9M
3
+$41.7M
4
META icon
Meta Platforms (Facebook)
META
+$34.7M
5
INTC icon
Intel
INTC
+$33.8M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$3.78K 0.01%
264
-3,516
652
$3.76K 0.01%
788
-2,972
653
$3.76K 0.01%
251
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654
$3.75K 0.01%
282
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655
$3.75K 0.01%
+204
656
$3.74K 0.01%
+232
657
$3.74K 0.01%
327
-3,412
658
$3.74K 0.01%
237
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659
$3.72K 0.01%
298
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660
$3.72K 0.01%
907
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661
$3.72K 0.01%
374
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$3.71K 0.01%
282
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$3.69K 0.01%
263
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664
$3.64K 0.01%
256
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665
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298
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404
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670
$3.58K 0.01%
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305
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$3.57K 0.01%
269
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$3.56K 0.01%
+202
674
$3.55K 0.01%
369
-3,383
675
$3.54K 0.01%
325
-3,216
25 26
27
28 29