SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$661M
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.1M
3
+$1.1M
4
TSLA icon
Tesla
TSLA
+$1.09M
5
INTC icon
Intel
INTC
+$582K

Top Sells

1
+$3.57M
2
+$1.62M
3
+$1.59M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.54M
5
AME icon
Ametek
AME
+$1.25M

Sector Composition

1 Technology 17.89%
2 Healthcare 15%
3 Financials 12.41%
4 Industrials 10.19%
5 Energy 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$212K 0.03%
+3,038
677
$212K 0.03%
21,200
+10,672
678
$212K 0.03%
4,500
679
$211K 0.03%
9,578
680
$211K 0.03%
+3,203
681
$210K 0.03%
10,603
+569
682
$210K 0.03%
3,352
683
$210K 0.03%
+8,628
684
$209K 0.03%
+4,531
685
$209K 0.03%
4,206
686
$209K 0.03%
1,903
-70
687
$209K 0.03%
+526
688
$209K 0.03%
+8,025
689
$208K 0.03%
+2,381
690
$208K 0.03%
+3,760
691
$208K 0.03%
+2,082
692
$208K 0.03%
6,439
693
$208K 0.03%
+1,413
694
$207K 0.03%
2,462
-3,500
695
$206K 0.03%
+2,460
696
$206K 0.03%
+902
697
$205K 0.03%
+3,525
698
$205K 0.03%
+6,414
699
$205K 0.03%
+2,735
700
$204K 0.03%
+4,900
26 27
28
29 30