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
$1.52B
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.64M
3
+$4.54M
4
CSX icon
CSX Corp
CSX
+$4.3M
5
CNC icon
Centene
CNC
+$4.26M

Top Sells

1
+$5.11M
2
+$4.72M
3
+$4.71M
4
WY icon
Weyerhaeuser
WY
+$4.62M
5
MU icon
Micron Technology
MU
+$4.09M

Sector Composition

1 Technology 22.06%
2 Financials 17.72%
3 Communication Services 11.66%
4 Healthcare 10.85%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$253K 0.02%
3,100
677
$252K 0.02%
+1,285
678
$252K 0.02%
7,860
679
$251K 0.02%
7,832
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680
$251K 0.02%
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681
$251K 0.02%
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682
$251K 0.02%
1,808
683
$250K 0.02%
15,039
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684
$250K 0.02%
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685
$249K 0.02%
+8,600
686
$249K 0.02%
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687
$248K 0.02%
3,213
688
$248K 0.02%
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689
$248K 0.02%
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690
$246K 0.02%
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691
$246K 0.02%
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692
$246K 0.02%
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693
$245K 0.02%
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694
$245K 0.02%
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696
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697
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698
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699
$244K 0.02%
2,147
700
$244K 0.02%
4,986
26 27
28
29 30