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SCM

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
$909M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$4.33M
3
+$3.55M
4
BURL icon
Burlington
BURL
+$2.28M
5
COP icon
ConocoPhillips
COP
+$1.87M

Top Sells

1
+$2.08M
2
+$1.9M
3
+$1.7M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.44M
5
ENDP
Endo International plc
ENDP
+$1.11M

Sector Composition

1 Technology 21.62%
2 Healthcare 15%
3 Financials 11.4%
4 Consumer Discretionary 8.61%
5 Communication Services 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$88K 0.01%
1,520
+38
777
$71K 0.01%
14,676
-1,115
778
$59K 0.01%
3,331
779
$49K 0.01%
10,905
780
$25K ﹤0.01%
774
781
$18K ﹤0.01%
+10,000
782
$16K ﹤0.01%
1,632
783
$5K ﹤0.01%
+2,750
784
– –
-7,657
785
– –
-5,910
786
– –
-6,664
787
– –
-150,000
788
– –
-4,840
789
– –
-19,031
790
– –
-11,003
791
– –
-3,831
792
– –
-3,987
793
– –
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794
– –
0
795
– –
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796
– –
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797
– –
-4,321
798
– –
-7,223
799
– –
-19,738
800
– –
-2,155
30 31
32
33 34