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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$6.36M
3
+$4.78M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.57M
5
NVR icon
NVR
NVR
+$1.14M

Top Sells

1
+$69.7M
2
+$63.9M
3
+$41.7M
4
META icon
Meta Platforms (Facebook)
META
+$34.7M
5
INTC icon
Intel
INTC
+$33.8M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3.23K 0.01%
280
-2,955
702
$3.22K 0.01%
299
-2,922
703
$3.22K 0.01%
265
-2,953
704
$3.21K 0.01%
494
-2,713
705
$3.18K 0.01%
293
-2,891
706
$3.16K 0.01%
295
-2,865
707
$3.14K 0.01%
356
-2,788
708
$3.13K 0.01%
382
-2,746
709
$3.11K 0.01%
+241
710
$3.1K 0.01%
309
-2,791
711
$3.09K 0.01%
253
-2,836
712
$3.08K 0.01%
1,767
-7,461
713
$3.06K 0.01%
838
-2,224
714
$3.06K 0.01%
+235
715
$3.05K 0.01%
327
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716
$3.05K 0.01%
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717
$3.04K 0.01%
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718
$3.03K 0.01%
608
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719
$3.01K 0.01%
243
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$3.01K 0.01%
343
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721
$3K 0.01%
237
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722
$3K 0.01%
497
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723
$3K 0.01%
560
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724
$3K 0.01%
226
-2,771
725
$2.98K 0.01%
290
-2,693
27 28
29
30 31