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
$1.08B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$15.1M
3
+$3.99M
4
TMUS icon
T-Mobile US
TMUS
+$1.93M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.54M

Top Sells

1
+$3.43M
2
+$2.58M
3
+$1.42M
4
KLAC icon
KLA
KLAC
+$1.34M
5
EMC
EMC CORPORATION
EMC
+$1.32M

Sector Composition

1 Technology 18.76%
2 Financials 15.56%
3 Healthcare 13.06%
4 Communication Services 9.74%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-8,114
752
– –
-3,629
753
– –
-4,222
754
– –
-10,497
755
– –
-10,587
756
– –
-13,218
757
– –
-8,439
758
– –
-19,334
759
– –
-3,330
760
– –
-8,000
761
– –
-2,835
762
– –
-6,621
763
– –
-3,313
764
– –
-14,229
765
– –
-5,301
766
– –
-8,456
767
– –
-1,294
768
– –
-3,214
769
– –
-3,720
770
– –
-3,193
771
– –
-5,659
772
– –
-4,079
773
– –
-6,660
774
– –
-4,417
775
– –
-8,010
28 29 30
31
32