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
$1.59B
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.59M
3
+$5.09M
4
MSFT icon
Microsoft
MSFT
+$5.08M
5
LLY icon
Eli Lilly
LLY
+$4.97M

Top Sells

1
+$10.8M
2
+$9.83M
3
+$3.98M
4
AMGN icon
Amgen
AMGN
+$3.38M
5
COP icon
ConocoPhillips
COP
+$3.38M

Sector Composition

1 Technology 25.07%
2 Financials 15.46%
3 Communication Services 11.99%
4 Consumer Discretionary 11.19%
5 Healthcare 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$247K 0.02%
574
-10
677
$247K 0.02%
2,925
678
$247K 0.02%
3,057
679
$247K 0.02%
+4,435
680
$247K 0.02%
2,189
681
$246K 0.02%
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682
$246K 0.02%
+6,576
683
$246K 0.02%
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684
$246K 0.02%
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685
$246K 0.02%
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686
$245K 0.02%
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687
$245K 0.02%
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688
$244K 0.02%
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689
$244K 0.02%
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$244K 0.02%
9,562
691
$243K 0.02%
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692
$243K 0.02%
1,891
693
$242K 0.02%
7,221
694
$242K 0.02%
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695
$240K 0.02%
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$240K 0.02%
5,102
698
$240K 0.02%
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699
$240K 0.02%
2,890
700
$239K 0.02%
5,681
26 27
28
29 30