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
$859M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.19M
3
+$5.76M
4
INTC icon
Intel
INTC
+$3.31M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.15M

Top Sells

1
+$13M
2
+$6.99M
3
+$1.13M
4
ETR icon
Entergy
ETR
+$1.01M
5
COP icon
ConocoPhillips
COP
+$886K

Sector Composition

1 Technology 21.49%
2 Healthcare 14.43%
3 Financials 12.12%
4 Industrials 8.31%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$231K 0.03%
5,778
-661
702
$231K 0.03%
6,660
-383
703
$229K 0.03%
+3,709
704
$228K 0.03%
6,501
-527
705
$227K 0.03%
+4,391
706
$227K 0.03%
10,259
-1,070
707
$226K 0.03%
+3,893
708
$225K 0.03%
+4,392
709
$225K 0.03%
4,978
710
$224K 0.03%
9,100
+1,800
711
$224K 0.03%
2,362
712
$224K 0.03%
+3,525
713
$223K 0.03%
+3,760
714
$223K 0.03%
17,459
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715
$222K 0.03%
+6,394
716
$221K 0.03%
9,765
-1,780
717
$220K 0.03%
10,118
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718
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7,272
719
$220K 0.03%
+4,079
720
$219K 0.03%
7,657
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721
$219K 0.03%
11,260
722
$219K 0.03%
22,312
-1,431
723
$219K 0.03%
+756
724
$218K 0.03%
4,825
725
$218K 0.03%
9,961
-885
27 28
29
30 31