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
$1.28B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.57M
3
+$2.5M
4
ACAS
American Capital Ltd
ACAS
+$2.39M
5
CMA
Comerica
CMA
+$2.32M

Top Sells

1
+$4.05M
2
+$2.51M
3
+$1.72M
4
GS icon
Goldman Sachs
GS
+$1.67M
5
NVO icon
Novo Nordisk
NVO
+$1.47M

Sector Composition

1 Technology 18.87%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$229K 0.02%
25,000
752
$228K 0.02%
+3,316
753
$228K 0.02%
8,145
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$228K 0.02%
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756
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761
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764
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765
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766
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767
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$222K 0.02%
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774
$221K 0.02%
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775
$221K 0.02%
1,952
+62
29 30
31
32 33