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
$2.69B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$6.53M
3
+$6.28M
4
PG icon
Procter & Gamble
PG
+$5.84M
5
AAPL icon
Apple
AAPL
+$5.68M

Top Sells

1
+$13.4M
2
+$10.1M
3
+$8.84M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
MOS icon
The Mosaic Company
MOS
+$3.37M

Sector Composition

1 Technology 36.97%
2 Consumer Discretionary 12.73%
3 Communication Services 12.1%
4 Healthcare 9.95%
5 Consumer Staples 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$234K 0.01%
5,111
677
$234K 0.01%
6,727
+1,070
678
$233K 0.01%
4,700
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679
$233K 0.01%
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680
$233K 0.01%
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681
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682
$233K 0.01%
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683
$233K 0.01%
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684
$232K 0.01%
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685
$231K 0.01%
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686
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687
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688
$231K 0.01%
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689
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690
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691
$230K 0.01%
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692
$230K 0.01%
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693
$229K 0.01%
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$229K 0.01%
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$229K 0.01%
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698
$228K 0.01%
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699
$228K 0.01%
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700
$228K 0.01%
2,643
-83
26 27
28
29 30