SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$6.97M
3
+$4.28M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.77M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M

Top Sells

1
+$2.46M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.3M
5
COR icon
Cencora
COR
+$1.2M

Sector Composition

1 Technology 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.07M 0.37%
27,390
-500
52
$4.05M 0.37%
99,074
+645
53
$4.05M 0.37%
42,324
+2,100
54
$4.05M 0.37%
44,043
+3,704
55
$3.98M 0.36%
30,650
-880
56
$3.93M 0.35%
49,705
+1,800
57
$3.9M 0.35%
65,467
-1,846
58
$3.89M 0.35%
70,717
+8,867
59
$3.89M 0.35%
85,719
+2,164
60
$3.86M 0.35%
15,975
+5
61
$3.81M 0.34%
54,609
+4,704
62
$3.79M 0.34%
47,739
+10,137
63
$3.79M 0.34%
51,455
+6,512
64
$3.62M 0.33%
56,085
+413
65
$3.61M 0.33%
10,546
66
$3.5M 0.32%
47,655
-1,179
67
$3.42M 0.31%
52,786
+235
68
$3.34M 0.3%
58,282
-6,284
69
$3.21M 0.29%
134,020
-5,416
70
$3.09M 0.28%
14,769
+400
71
$3.07M 0.28%
83,964
+12
72
$3.01M 0.27%
54,485
-15,926
73
$2.96M 0.27%
69,717
-199
74
$2.89M 0.26%
36,443
-15,000
75
$2.82M 0.25%
57,294
-1,000
1 2
3
4 5