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SCM

Shelton Capital Management Portfolio holdings

AUM $4.57B
1-Year Est. Return 32.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.31M
3
+$3.59M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.55M
5
NKE icon
Nike
NKE
+$3.37M

Top Sells

1
+$7.36M
2
+$6.18M
3
+$4.37M
4
GM icon
General Motors
GM
+$4.21M
5
FISV
Fiserv Inc
FISV
+$3.9M

Sector Composition

1 Technology 35.97%
2 Consumer Discretionary 12.52%
3 Healthcare 11.1%
4 Communication Services 10.99%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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-7,372
727
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728
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729
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-6,144
730
– –
-1,300
731
– –
-1,548
732
– –
-15,519
733
– –
-7,860
734
– –
-8,514
735
– –
-3,492
736
– –
-16,067
737
– –
-7,939
738
– –
-725
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