SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.16B
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$5.44M
3
+$5.16M
4
TSCO icon
Tractor Supply
TSCO
+$4.55M
5
DOC icon
Healthpeak Properties
DOC
+$3.68M

Top Sells

1
+$16.4M
2
+$13.2M
3
+$12.7M
4
GPN icon
Global Payments
GPN
+$11.5M
5
MSFT icon
Microsoft
MSFT
+$9.78M

Sector Composition

1 Technology 37.6%
2 Communication Services 13.13%
3 Consumer Discretionary 12.4%
4 Healthcare 9.18%
5 Financials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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758
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759
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760
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761
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762
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0
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764
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765
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766
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767
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768
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770
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771
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772
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773
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774
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775
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-7,000
29 30
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