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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
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803
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804
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805
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806
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-27,200
807
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-15,371
808
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809
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-3,988
810
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-9,765
811
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812
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813
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814
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815
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816
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817
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818
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819
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820
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821
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822
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823
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824
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825
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-10,000
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