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
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.63M
3
+$7.87M
4
CF icon
CF Industries
CF
+$5.16M
5
CVX icon
Chevron
CVX
+$5.15M

Top Sells

1
+$12.1M
2
+$7.38M
3
+$7.37M
4
AAPL icon
Apple
AAPL
+$6.97M
5
CAT icon
Caterpillar
CAT
+$6.9M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$206K 0.01%
1,376
-112
752
$205K 0.01%
2,736
753
$204K 0.01%
+1,583
754
$204K 0.01%
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-169
755
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+24,148
756
$203K 0.01%
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-22,530
757
$203K 0.01%
1,663
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758
$203K 0.01%
8,559
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$202K 0.01%
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760
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7,755
761
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763
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764
$201K 0.01%
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766
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767
$200K 0.01%
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769
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$198K 0.01%
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772
$188K 0.01%
17,285
773
$184K 0.01%
10,532
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774
$184K 0.01%
13,801
775
$181K 0.01%
10,222
-489
29 30
31
32 33