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
$1.73B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$11.3M
3
+$6.28M
4
BEN icon
Franklin Resources
BEN
+$5.8M
5
STX icon
Seagate
STX
+$5.03M

Top Sells

1
+$5.96M
2
+$5.49M
3
+$5.41M
4
BALL icon
Ball Corp
BALL
+$3.47M
5
XOM icon
Exxon Mobil
XOM
+$3.36M

Sector Composition

1 Technology 26.47%
2 Financials 14.56%
3 Healthcare 11.73%
4 Consumer Discretionary 11.03%
5 Communication Services 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$228K 0.01%
+17,255
777
$228K 0.01%
2,890
778
$226K 0.01%
1,501
+155
779
$226K 0.01%
7,144
780
$226K 0.01%
+3,307
781
$225K 0.01%
+3,685
782
$225K 0.01%
6,340
783
$225K 0.01%
2,929
784
$225K 0.01%
+3,235
785
$225K 0.01%
5,648
786
$224K 0.01%
+6,031
787
$224K 0.01%
1,287
788
$223K 0.01%
9,488
789
$222K 0.01%
+2,935
790
$222K 0.01%
3,169
791
$222K 0.01%
10,499
792
$222K 0.01%
2,586
793
$221K 0.01%
4,087
-100
794
$221K 0.01%
+8,776
795
$220K 0.01%
3,781
796
$220K 0.01%
1,475
797
$220K 0.01%
12,842
798
$219K 0.01%
+4,202
799
$219K 0.01%
3,327
+55
800
$218K 0.01%
8,980
30 31
32
33 34