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
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.63M
3
+$7.87M
4
CF icon
CF Industries
CF
+$5.16M
5
CVX icon
Chevron
CVX
+$5.15M

Top Sells

1
+$12.1M
2
+$7.38M
3
+$7.37M
4
AAPL icon
Apple
AAPL
+$6.97M
5
CAT icon
Caterpillar
CAT
+$6.9M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$212K 0.01%
4,669
-322
727
$212K 0.01%
15,280
-805
728
$212K 0.01%
6,496
729
$212K 0.01%
5,005
-282
730
$212K 0.01%
+1,325
731
$211K 0.01%
6,165
-300
732
$211K 0.01%
+2,307
733
$211K 0.01%
+11,628
734
$209K 0.01%
7,161
-338
735
$209K 0.01%
+3,144
736
$208K 0.01%
+2,631
737
$208K 0.01%
2,745
-126
738
$208K 0.01%
+3,693
739
$208K 0.01%
3,917
740
$207K 0.01%
+4,309
741
$207K 0.01%
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742
$207K 0.01%
7,124
-1,308
743
$207K 0.01%
374
744
$207K 0.01%
1,659
-78
745
$207K 0.01%
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746
$206K 0.01%
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747
$206K 0.01%
173
-19
748
$206K 0.01%
2,715
749
$206K 0.01%
19,432
-932
750
$206K 0.01%
+3,048
28 29
30
31 32