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
$1.42B
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
916
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$7.44M
3
+$7.27M
4
QCOM icon
Qualcomm
QCOM
+$3.82M
5
ALK icon
Alaska Air
ALK
+$3.42M

Top Sells

1
+$25.9M
2
+$4.68M
3
+$3.89M
4
TPR icon
Tapestry
TPR
+$3.87M
5
YHOO
Yahoo Inc
YHOO
+$3.35M

Sector Composition

1 Technology 21.02%
2 Financials 15.75%
3 Healthcare 12.29%
4 Communication Services 11.37%
5 Consumer Discretionary 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$236K 0.02%
9,497
-1,789
727
$236K 0.02%
12,630
+962
728
$235K 0.02%
7,834
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729
$235K 0.02%
3,609
730
$235K 0.02%
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731
$235K 0.02%
6,604
+327
732
$234K 0.02%
8,415
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733
$233K 0.02%
1,144
734
$233K 0.02%
16,469
-40,462
735
$233K 0.02%
13,569
736
$233K 0.02%
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737
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6,521
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738
$232K 0.02%
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739
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13,428
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740
$232K 0.02%
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741
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742
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744
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745
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746
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747
$229K 0.02%
5,518
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748
$229K 0.02%
3,873
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749
$229K 0.02%
6,127
750
$229K 0.02%
+3,022
28 29
30
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