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
$682M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.18M
3
+$984K
4
POWI icon
Power Integrations
POWI
+$955K
5
CMCSA icon
Comcast
CMCSA
+$692K

Top Sells

1
+$2.63M
2
+$2.08M
3
+$1.4M
4
VOD icon
Vodafone
VOD
+$1.14M
5
HPQ icon
HP
HPQ
+$1.07M

Sector Composition

1 Technology 18.68%
2 Healthcare 15.08%
3 Financials 12.17%
4 Industrials 9.91%
5 Energy 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$210K 0.03%
7,358
702
$210K 0.03%
4,730
703
$210K 0.03%
1,413
704
$209K 0.03%
1,937
705
$209K 0.03%
+5,887
706
$208K 0.03%
6,072
-6,072
707
$208K 0.03%
+2,047
708
$208K 0.03%
+5,016
709
$207K 0.03%
8,233
710
$207K 0.03%
8,829
711
$207K 0.03%
4,654
712
$207K 0.03%
2,735
713
$206K 0.03%
4,846
714
$206K 0.03%
23,748
715
$206K 0.03%
526
716
$205K 0.03%
3,031
717
$205K 0.03%
+6,177
718
$205K 0.03%
3,772
719
$205K 0.03%
2,460
720
$204K 0.03%
+3,820
721
$203K 0.03%
+4,618
722
$203K 0.03%
+3,444
723
$202K 0.03%
+4,109
724
$202K 0.03%
+5,713
725
$200K 0.03%
+3,075
27 28
29
30 31