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
$1.8B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
888
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.63M
3
+$7.87M
4
CF icon
CF Industries
CF
+$5.16M
5
CVX icon
Chevron
CVX
+$5.15M

Top Sells

1
+$12.1M
2
+$7.38M
3
+$7.37M
4
AAPL icon
Apple
AAPL
+$6.97M
5
CAT icon
Caterpillar
CAT
+$6.9M

Sector Composition

1 Technology 29.16%
2 Financials 13.54%
3 Communication Services 11.85%
4 Consumer Discretionary 10.61%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$177K 0.01%
12,955
-1,809
777
$173K 0.01%
3,577
+2,150
778
$168K 0.01%
11,275
779
$160K 0.01%
65,965
780
$154K 0.01%
14,066
781
$151K 0.01%
20,350
-1,119
782
$150K 0.01%
11,406
783
$148K 0.01%
33,537
784
$147K 0.01%
4,950
785
$146K 0.01%
12,261
786
$143K 0.01%
+18,783
787
$143K 0.01%
15,069
-1
788
$142K 0.01%
16,800
789
$138K 0.01%
2,552
790
$134K 0.01%
4,886
-504
791
$134K 0.01%
11,778
792
$132K 0.01%
33,193
793
$130K 0.01%
12,375
794
$125K 0.01%
+11,694
795
$124K 0.01%
10,422
796
$122K 0.01%
12,637
-1,331
797
$121K 0.01%
+18,462
798
$116K 0.01%
13,127
799
$115K 0.01%
11,415
-1,560
800
$115K 0.01%
4,623
30 31
32
33 34