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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$6.36M
3
+$4.78M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.57M
5
NVR icon
NVR
NVR
+$1.14M

Top Sells

1
+$69.7M
2
+$63.9M
3
+$41.7M
4
META icon
Meta Platforms (Facebook)
META
+$34.7M
5
INTC icon
Intel
INTC
+$33.8M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2.98K 0.01%
491
-2,487
727
$2.97K 0.01%
+416
728
$2.96K 0.01%
324
-2,640
729
$2.96K 0.01%
566
-5,358
730
$2.95K 0.01%
408
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731
$2.94K 0.01%
267
-2,669
732
$2.93K 0.01%
325
-2,607
733
$2.93K 0.01%
+223
734
$2.93K 0.01%
258
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735
$2.92K 0.01%
273
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736
$2.91K 0.01%
751
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737
$2.9K 0.01%
557
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738
$2.89K 0.01%
+227
739
$2.87K 0.01%
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$2.83K 0.01%
246
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328
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$2.79K 0.01%
377
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745
$2.78K 0.01%
506
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746
$2.77K 0.01%
325
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$2.77K 0.01%
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748
$2.73K 0.01%
2,810
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749
$2.72K 0.01%
670
-2,054
750
$2.72K 0.01%
286
-2,438
28 29
30
31 32