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
$2.69B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$6.53M
3
+$6.28M
4
PG icon
Procter & Gamble
PG
+$5.84M
5
AAPL icon
Apple
AAPL
+$5.68M

Top Sells

1
+$13.4M
2
+$10.1M
3
+$8.84M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
MOS icon
The Mosaic Company
MOS
+$3.37M

Sector Composition

1 Technology 36.97%
2 Consumer Discretionary 12.73%
3 Communication Services 12.1%
4 Healthcare 9.95%
5 Consumer Staples 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$227K 0.01%
3,492
702
$227K 0.01%
7,939
-110
703
$227K 0.01%
2,202
704
$227K 0.01%
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705
$226K 0.01%
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706
$225K 0.01%
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707
$225K 0.01%
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708
$225K 0.01%
3,017
709
$224K 0.01%
903
710
$224K 0.01%
5,517
711
$223K 0.01%
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712
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17,881
713
$223K 0.01%
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714
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342
715
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1,478
716
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717
$221K 0.01%
1,964
718
$220K 0.01%
6,889
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719
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720
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721
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722
$218K 0.01%
+2,858
723
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721
724
$217K 0.01%
14,560
725
$216K 0.01%
2,536
27 28
29
30 31