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
$1.59B
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.59M
3
+$5.09M
4
MSFT icon
Microsoft
MSFT
+$5.08M
5
LLY icon
Eli Lilly
LLY
+$4.97M

Top Sells

1
+$10.8M
2
+$9.83M
3
+$3.98M
4
AMGN icon
Amgen
AMGN
+$3.38M
5
COP icon
ConocoPhillips
COP
+$3.38M

Sector Composition

1 Technology 25.07%
2 Financials 15.46%
3 Communication Services 11.99%
4 Consumer Discretionary 11.19%
5 Healthcare 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$215K 0.01%
+3,644
752
$215K 0.01%
4,946
753
$215K 0.01%
+8,980
754
$215K 0.01%
7,832
755
$215K 0.01%
7,147
756
$215K 0.01%
2,618
757
$215K 0.01%
11,580
758
$214K 0.01%
9,497
759
$214K 0.01%
3,035
760
$214K 0.01%
+3,532
761
$213K 0.01%
+8,870
762
$213K 0.01%
+2,486
763
$211K 0.01%
+2,605
764
$211K 0.01%
+2,748
765
$211K 0.01%
3,389
766
$210K 0.01%
+1,609
767
$210K 0.01%
4,828
768
$210K 0.01%
6,851
769
$210K 0.01%
+10,939
770
$210K 0.01%
36,000
771
$210K 0.01%
6,044
772
$209K 0.01%
+7,623
773
$209K 0.01%
+3,169
774
$209K 0.01%
12,413
775
$209K 0.01%
+3,861
29 30
31
32 33