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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.86M
3
+$1.68M
4
C icon
Citigroup
C
+$1.41M
5
VZ icon
Verizon
VZ
+$628K

Top Sells

1
+$6.45M
2
+$4.67M
3
+$2.92M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.56M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.16%
3 Financials 12.24%
4 Industrials 10.06%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$204K 0.03%
+5,210
752
$204K 0.03%
16,386
753
$203K 0.03%
+7,966
754
$203K 0.03%
+4,600
755
$203K 0.03%
+4,188
756
$203K 0.03%
+2,616
757
$202K 0.03%
+9,381
758
$202K 0.03%
+880
759
$202K 0.03%
+9,885
760
$202K 0.03%
+7,558
761
$201K 0.03%
4,846
762
$201K 0.03%
+1,302
763
$201K 0.03%
+5,806
764
$201K 0.03%
+3,321
765
$200K 0.03%
15,595
+887
766
$200K 0.03%
+3,472
767
$200K 0.03%
+3,236
768
$200K 0.03%
+3,893
769
$195K 0.03%
15,558
770
$193K 0.03%
15,881
771
$183K 0.03%
5,216
+514
772
$182K 0.03%
3,207
773
$182K 0.03%
10,340
774
$182K 0.03%
3,168
775
$180K 0.03%
13,583
+1,538
29 30
31
32 33