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Shelton Capital Management Portfolio holdings

AUM $4.57B
1-Year Est. Return 32.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$682M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.18M
3
+$984K
4
POWI icon
Power Integrations
POWI
+$955K
5
CMCSA icon
Comcast
CMCSA
+$692K

Top Sells

1
+$2.63M
2
+$2.08M
3
+$1.4M
4
VOD icon
Vodafone
VOD
+$1.14M
5
HPQ icon
HP
HPQ
+$1.07M

Sector Composition

1 Technology 18.68%
2 Healthcare 15.08%
3 Financials 12.17%
4 Industrials 9.91%
5 Energy 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-4,900
777
– –
-2,108
778
– –
-9,381
779
– –
-2,069
780
– –
-1,180
781
– –
-6,733
782
– –
-4,188
783
– –
-9,885
784
– –
-3,738
785
– –
-12,710
786
– –
-13,500
787
– –
-83,547
788
– –
-5,178
789
– –
-28,566
790
– –
-26,522
791
– –
-902
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