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
$682M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.18M
3
+$984K
4
POWI icon
Power Integrations
POWI
+$955K
5
CMCSA icon
Comcast
CMCSA
+$692K

Top Sells

1
+$2.63M
2
+$2.08M
3
+$1.4M
4
VOD icon
Vodafone
VOD
+$1.14M
5
HPQ icon
HP
HPQ
+$1.07M

Sector Composition

1 Technology 18.68%
2 Healthcare 15.08%
3 Financials 12.17%
4 Industrials 9.91%
5 Energy 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$220K 0.03%
3,788
677
$220K 0.03%
3,038
678
$219K 0.03%
3,670
679
$217K 0.03%
6,890
680
$217K 0.03%
8,709
681
$217K 0.03%
+6,192
682
$217K 0.03%
4,978
683
$216K 0.03%
3,525
684
$216K 0.03%
4,500
685
$215K 0.03%
3,760
686
$215K 0.03%
15,255
-61,725
687
$215K 0.03%
+5,131
688
$214K 0.03%
+3,702
689
$213K 0.03%
4,902
690
$213K 0.03%
9,578
691
$213K 0.03%
23,743
692
$213K 0.03%
9,621
693
$213K 0.03%
6,833
-166
694
$213K 0.03%
15,558
695
$211K 0.03%
12,436
696
$211K 0.03%
+5,886
697
$211K 0.03%
19,540
698
$211K 0.03%
7,962
699
$210K 0.03%
3,805
700
$210K 0.03%
3,507
+304
26 27
28
29 30