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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$6.97M
3
+$4.28M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.77M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M

Top Sells

1
+$2.46M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.3M
5
COR icon
Cencora
COR
+$1.2M

Sector Composition

1 Technology 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$216K 0.02%
+4,649
677
$216K 0.02%
+6,724
678
$215K 0.02%
+421
679
$215K 0.02%
7,638
680
$214K 0.02%
3,477
681
$214K 0.02%
1,191
682
$214K 0.02%
+2,993
683
$214K 0.02%
9,318
684
$213K 0.02%
3,831
685
$213K 0.02%
15,310
686
$212K 0.02%
+4,574
687
$212K 0.02%
+9,178
688
$212K 0.02%
1,791
689
$212K 0.02%
9,961
690
$211K 0.02%
+8,296
691
$211K 0.02%
11,260
692
$211K 0.02%
9,281
693
$211K 0.02%
+5,811
694
$210K 0.02%
2,851
-2,600
695
$210K 0.02%
5,406
-4,400
696
$208K 0.02%
20,150
+150
697
$208K 0.02%
+3,050
698
$207K 0.02%
+5,343
699
$207K 0.02%
+4,057
700
$207K 0.02%
+6,117
26 27
28
29 30