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
$859M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.19M
3
+$5.76M
4
INTC icon
Intel
INTC
+$3.31M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.15M

Top Sells

1
+$13M
2
+$6.99M
3
+$1.13M
4
ETR icon
Entergy
ETR
+$1.01M
5
COP icon
ConocoPhillips
COP
+$886K

Sector Composition

1 Technology 21.49%
2 Healthcare 14.43%
3 Financials 12.12%
4 Industrials 8.31%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$204K 0.02%
+5,247
752
$204K 0.02%
+3,759
753
$204K 0.02%
+1,969
754
$203K 0.02%
+2,511
755
$203K 0.02%
+3,831
756
$203K 0.02%
4,400
757
$203K 0.02%
+2,155
758
$203K 0.02%
+6,634
759
$202K 0.02%
1,937
760
$202K 0.02%
+7,370
761
$201K 0.02%
14,956
762
$201K 0.02%
+11,792
763
$198K 0.02%
12,146
-878
764
$198K 0.02%
13,984
-838
765
$193K 0.02%
13,351
-1,541
766
$191K 0.02%
+3,471
767
$191K 0.02%
14,123
-1,435
768
$187K 0.02%
13,583
769
$187K 0.02%
14,132
770
$179K 0.02%
67,000
771
$179K 0.02%
3,255
772
$176K 0.02%
13,218
773
$174K 0.02%
693
774
$169K 0.02%
18,500
775
$168K 0.02%
5,216
29 30
31
32 33