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
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.63M
3
+$7.87M
4
CF icon
CF Industries
CF
+$5.16M
5
CVX icon
Chevron
CVX
+$5.15M

Top Sells

1
+$12.1M
2
+$7.38M
3
+$7.37M
4
AAPL icon
Apple
AAPL
+$6.97M
5
CAT icon
Caterpillar
CAT
+$6.9M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$224K 0.01%
39,643
-3,655
702
$223K 0.01%
+4,500
703
$222K 0.01%
4,304
-206
704
$222K 0.01%
2,750
+365
705
$222K 0.01%
+1,900
706
$222K 0.01%
+2,872
707
$220K 0.01%
1,035
708
$220K 0.01%
2,388
709
$220K 0.01%
1,333
710
$218K 0.01%
10,072
-482
711
$218K 0.01%
7,071
-335
712
$217K 0.01%
2,527
713
$217K 0.01%
+5,708
714
$216K 0.01%
2,316
-211
715
$215K 0.01%
2,323
-232
716
$215K 0.01%
10,465
-57,378
717
$214K 0.01%
+3,296
718
$213K 0.01%
2,675
719
$213K 0.01%
+4,237
720
$213K 0.01%
+8,656
721
$213K 0.01%
2,079
-10
722
$213K 0.01%
18,619
723
$213K 0.01%
+2,832
724
$212K 0.01%
2,485
-448
725
$212K 0.01%
3,922
-514
27 28
29
30 31