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
$1.59B
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.59M
3
+$5.09M
4
MSFT icon
Microsoft
MSFT
+$5.08M
5
LLY icon
Eli Lilly
LLY
+$4.97M

Top Sells

1
+$10.8M
2
+$9.83M
3
+$3.98M
4
AMGN icon
Amgen
AMGN
+$3.38M
5
COP icon
ConocoPhillips
COP
+$3.38M

Sector Composition

1 Technology 25.07%
2 Financials 15.46%
3 Communication Services 11.99%
4 Consumer Discretionary 11.19%
5 Healthcare 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$239K 0.02%
8,414
702
$239K 0.02%
6,505
703
$238K 0.02%
5,648
704
$237K 0.01%
+2,771
705
$237K 0.01%
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706
$236K 0.01%
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707
$235K 0.01%
3,465
708
$235K 0.01%
1,035
709
$233K 0.01%
13,127
710
$232K 0.01%
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711
$232K 0.01%
5,973
712
$231K 0.01%
3,781
713
$230K 0.01%
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714
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+2,387
715
$230K 0.01%
11,259
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716
$229K 0.01%
5,662
717
$229K 0.01%
5,305
718
$229K 0.01%
7,860
719
$228K 0.01%
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+4,336
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$228K 0.01%
1,965
722
$227K 0.01%
2,209
723
$227K 0.01%
12,215
724
$227K 0.01%
4,751
725
$226K 0.01%
11,860
27 28
29
30 31