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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.86M
3
+$1.68M
4
C icon
Citigroup
C
+$1.41M
5
VZ icon
Verizon
VZ
+$628K

Top Sells

1
+$6.45M
2
+$4.67M
3
+$2.92M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.56M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.16%
3 Financials 12.24%
4 Industrials 10.06%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$213K 0.03%
3,031
727
$213K 0.03%
2,241
728
$213K 0.03%
6,192
729
$213K 0.03%
4,321
730
$213K 0.03%
2,129
+82
731
$213K 0.03%
+6,415
732
$213K 0.03%
+3,812
733
$213K 0.03%
+2,362
734
$212K 0.03%
14,000
735
$211K 0.03%
23,743
736
$211K 0.03%
+2,311
737
$211K 0.03%
7,190
-1,602
738
$210K 0.03%
8,233
739
$210K 0.03%
8,043
+685
740
$210K 0.03%
+4,752
741
$208K 0.03%
18,564
742
$208K 0.03%
+1,746
743
$208K 0.03%
4,618
744
$208K 0.03%
5,500
-386
745
$207K 0.03%
5,247
-4,928
746
$207K 0.03%
13,065
+1,322
747
$206K 0.03%
3,444
748
$206K 0.03%
5,016
749
$205K 0.03%
4,366
-1,000
750
$205K 0.03%
+77
28 29
30
31 32