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
$661M
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.1M
3
+$1.1M
4
TSLA icon
Tesla
TSLA
+$1.09M
5
INTC icon
Intel
INTC
+$582K

Top Sells

1
+$3.57M
2
+$1.62M
3
+$1.59M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.54M
5
AME icon
Ametek
AME
+$1.25M

Sector Composition

1 Technology 17.89%
2 Healthcare 15%
3 Financials 12.41%
4 Industrials 10.19%
5 Energy 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$161K 0.02%
31,124
727
$158K 0.02%
12,888
728
$157K 0.02%
14,914
729
$156K 0.02%
3,052
+389
730
$154K 0.02%
+10,900
731
$152K 0.02%
+13,500
732
$147K 0.02%
12,045
+1,189
733
$147K 0.02%
+10,146
734
$146K 0.02%
+11,590
735
$140K 0.02%
+11,589
736
$139K 0.02%
+13,231
737
$139K 0.02%
11,526
738
$137K 0.02%
4,702
+397
739
$136K 0.02%
+11,573
740
$132K 0.02%
6,154
741
$129K 0.02%
15,928
742
$109K 0.02%
+14,000
743
$105K 0.02%
2,361
744
$98K 0.01%
11,743
745
$95K 0.01%
2,090
746
$50K 0.01%
+2,750
747
$50K 0.01%
2,806
748
$38K 0.01%
774
749
$31K ﹤0.01%
6,733
750
– –
-27,124
28 29
30
31 32