SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$661M
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.1M
3
+$1.1M
4
TSLA icon
Tesla
TSLA
+$1.09M
5
INTC icon
Intel
INTC
+$582K

Top Sells

1
+$3.57M
2
+$1.62M
3
+$1.59M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.54M
5
AME icon
Ametek
AME
+$1.25M

Sector Composition

1 Technology 17.89%
2 Healthcare 15%
3 Financials 12.41%
4 Industrials 10.19%
5 Energy 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$203K 0.03%
+7,380
702
$203K 0.03%
23,748
703
$203K 0.03%
16,386
-5,301
704
$202K 0.03%
+4,846
705
$202K 0.03%
+1,937
706
$202K 0.03%
5,512
+218
707
$202K 0.03%
6,504
-390
708
$202K 0.03%
+5,210
709
$202K 0.03%
9,381
710
$201K 0.03%
11,257
+200
711
$198K 0.03%
11,820
-1
712
$197K 0.03%
14,822
713
$189K 0.03%
14,192
714
$188K 0.03%
7,400
715
$187K 0.03%
15,881
+191
716
$186K 0.03%
15,812
+3,600
717
$184K 0.03%
+11,828
718
$181K 0.03%
14,084
+810
719
$178K 0.03%
10,340
720
$177K 0.03%
24,779
721
$175K 0.03%
15,558
-4,437
722
$171K 0.03%
14,892
723
$170K 0.03%
14,708
+813
724
$162K 0.02%
15,931
725
$162K 0.02%
3,168
27 28
29
30 31