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
$1.42B
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
916
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$7.44M
3
+$7.27M
4
QCOM icon
Qualcomm
QCOM
+$3.82M
5
ALK icon
Alaska Air
ALK
+$3.42M

Top Sells

1
+$25.9M
2
+$4.68M
3
+$3.89M
4
TPR icon
Tapestry
TPR
+$3.87M
5
YHOO
Yahoo Inc
YHOO
+$3.35M

Sector Composition

1 Technology 21.02%
2 Financials 15.75%
3 Healthcare 12.29%
4 Communication Services 11.37%
5 Consumer Discretionary 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$216K 0.02%
3,809
777
$215K 0.02%
+4,979
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$215K 0.02%
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779
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781
$214K 0.02%
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782
$214K 0.02%
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783
$213K 0.02%
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784
$213K 0.02%
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785
$213K 0.02%
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786
$213K 0.02%
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787
$211K 0.01%
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789
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790
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3,909
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791
$208K 0.01%
7,600
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795
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$206K 0.01%
6,807
798
$206K 0.01%
207
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799
$205K 0.01%
+2,137
800
$205K 0.01%
+5,338
30 31
32
33 34