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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$6.36M
3
+$4.78M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.57M
5
NVR icon
NVR
NVR
+$1.14M

Top Sells

1
+$69.7M
2
+$63.9M
3
+$41.7M
4
META icon
Meta Platforms (Facebook)
META
+$34.7M
5
INTC icon
Intel
INTC
+$33.8M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3.54K 0.01%
424
-3,112
677
$3.52K 0.01%
297
-3,225
678
$3.51K 0.01%
+228
679
$3.5K 0.01%
264
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680
$3.5K 0.01%
348
-3,152
681
$3.49K 0.01%
242
-3,251
682
$3.46K 0.01%
+216
683
$3.46K 0.01%
293
-3,166
684
$3.45K 0.01%
+1,035
685
$3.44K 0.01%
500
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686
$3.39K 0.01%
402
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687
$3.35K 0.01%
337
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688
$3.32K 0.01%
275
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689
$3.31K 0.01%
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690
$3.31K 0.01%
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211
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480
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272
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324
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$3.25K 0.01%
283
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698
$3.25K 0.01%
522
-14,427
699
$3.24K 0.01%
590
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700
$3.24K 0.01%
261
-2,975
26 27
28
29 30