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
$2.69B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$6.53M
3
+$6.28M
4
PG icon
Procter & Gamble
PG
+$5.84M
5
AAPL icon
Apple
AAPL
+$5.68M

Top Sells

1
+$13.4M
2
+$10.1M
3
+$8.84M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
MOS icon
The Mosaic Company
MOS
+$3.37M

Sector Composition

1 Technology 36.97%
2 Consumer Discretionary 12.73%
3 Communication Services 12.1%
4 Healthcare 9.95%
5 Consumer Staples 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$216K 0.01%
+5,484
727
$216K 0.01%
1,700
728
$216K 0.01%
7,746
729
$216K 0.01%
609
730
$216K 0.01%
7,860
731
$215K 0.01%
5,270
732
$215K 0.01%
+8,015
733
$215K 0.01%
+3,138
734
$215K 0.01%
3,106
-1,640
735
$214K 0.01%
2,181
736
$212K 0.01%
2,386
737
$212K 0.01%
758
738
$212K 0.01%
4,449
739
$211K 0.01%
+3,169
740
$210K 0.01%
7,340
741
$209K 0.01%
+3,236
742
$209K 0.01%
5,232
743
$209K 0.01%
2,103
-211
744
$209K 0.01%
+4,570
745
$208K 0.01%
8,747
746
$208K 0.01%
500
747
$207K 0.01%
4,926
-228
748
$206K 0.01%
2,481
749
$206K 0.01%
2,060
750
$205K 0.01%
6,501
28 29
30
31 32