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
$2.77B
AUM Growth
+$382M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.07M
3
+$8.76M
4
MSFT icon
Microsoft
MSFT
+$8.7M
5
BSX icon
Boston Scientific
BSX
+$6.05M

Top Sells

1
+$9.41M
2
+$6.78M
3
+$6.58M
4
STX icon
Seagate
STX
+$6.18M
5
INTC icon
Intel
INTC
+$5.29M

Sector Composition

1 Technology 37.9%
2 Consumer Discretionary 11.97%
3 Communication Services 11.24%
4 Healthcare 9.29%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$207K 0.01%
14,864
677
$207K 0.01%
+1,773
678
$207K 0.01%
946
679
$205K 0.01%
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$205K 0.01%
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681
$205K 0.01%
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682
$204K 0.01%
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683
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684
$204K 0.01%
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685
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686
$202K 0.01%
1,692
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687
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688
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11,035
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$201K 0.01%
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691
$200K 0.01%
997
692
$197K 0.01%
12,091
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693
$192K 0.01%
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694
$192K 0.01%
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696
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698
$179K 0.01%
10,999
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699
$169K 0.01%
47,301
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700
$167K 0.01%
21,550
26 27
28
29 30