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
$2.69B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$6.53M
3
+$6.28M
4
PG icon
Procter & Gamble
PG
+$5.84M
5
AAPL icon
Apple
AAPL
+$5.68M

Top Sells

1
+$13.4M
2
+$10.1M
3
+$8.84M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
MOS icon
The Mosaic Company
MOS
+$3.37M

Sector Composition

1 Technology 36.97%
2 Consumer Discretionary 12.73%
3 Communication Services 12.1%
4 Healthcare 9.95%
5 Consumer Staples 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$248K 0.01%
6,904
652
$247K 0.01%
3,019
653
$247K 0.01%
+7,100
654
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$245K 0.01%
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$244K 0.01%
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$244K 0.01%
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658
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659
$244K 0.01%
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$243K 0.01%
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661
$242K 0.01%
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662
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663
$240K 0.01%
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664
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665
$240K 0.01%
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666
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667
$239K 0.01%
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668
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669
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672
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4,264
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$236K 0.01%
2,197
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$235K 0.01%
1,987
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675
$234K 0.01%
2,101
25 26
27
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