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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$6.36M
3
+$4.78M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.57M
5
NVR icon
NVR
NVR
+$1.14M

Top Sells

1
+$69.7M
2
+$63.9M
3
+$41.7M
4
META icon
Meta Platforms (Facebook)
META
+$34.7M
5
INTC icon
Intel
INTC
+$33.8M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2.71K 0.01%
372
-2,347
752
$2.71K 0.01%
+207
753
$2.7K 0.01%
348
-2,355
754
$2.67K 0.01%
+213
755
$2.65K 0.01%
2,104
-8,488
756
$2.62K 0.01%
+218
757
$2.62K 0.01%
376
-2,243
758
$2.62K 0.01%
268
-2,350
759
$2.62K 0.01%
383
-2,234
760
$2.59K 0.01%
+239
761
$2.58K 0.01%
289
-2,288
762
$2.55K 0.01%
214
-2,333
763
$2.54K 0.01%
+640
764
$2.52K 0.01%
454
-4,586
765
$2.52K 0.01%
285
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766
$2.52K 0.01%
665
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$2.5K 0.01%
594
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768
$2.48K 0.01%
745
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769
$2.47K 0.01%
505
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770
$2.42K 0.01%
259
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771
$2.4K 0.01%
407
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772
$2.4K 0.01%
+223
773
$2.39K 0.01%
247
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774
$2.37K 0.01%
+896
775
$2.36K 0.01%
345
-2,426
29 30
31
32 33