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
$1.52B
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.64M
3
+$4.54M
4
CSX icon
CSX Corp
CSX
+$4.3M
5
CNC icon
Centene
CNC
+$4.26M

Top Sells

1
+$5.11M
2
+$4.72M
3
+$4.71M
4
WY icon
Weyerhaeuser
WY
+$4.62M
5
MU icon
Micron Technology
MU
+$4.09M

Sector Composition

1 Technology 22.06%
2 Financials 17.72%
3 Communication Services 11.66%
4 Healthcare 10.85%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$226K 0.01%
5,681
752
$225K 0.01%
+2,187
753
$225K 0.01%
6,831
754
$225K 0.01%
4,276
755
$224K 0.01%
7,388
756
$223K 0.01%
+5,432
757
$223K 0.01%
12,231
758
$223K 0.01%
+3,389
759
$222K 0.01%
4,322
760
$222K 0.01%
+7,147
761
$222K 0.01%
10,294
762
$222K 0.01%
3,537
763
$222K 0.01%
+1,287
764
$222K 0.01%
7,120
765
$221K 0.01%
4,614
766
$221K 0.01%
9,497
767
$220K 0.01%
9,823
768
$219K 0.01%
3,474
769
$219K 0.01%
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770
$218K 0.01%
9,262
771
$217K 0.01%
9,203
772
$217K 0.01%
3,640
773
$217K 0.01%
9,000
774
$216K 0.01%
1,035
775
$215K 0.01%
3,961
29 30
31
32 33