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
$1.28B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.57M
3
+$2.5M
4
ACAS
American Capital Ltd
ACAS
+$2.39M
5
CMA
Comerica
CMA
+$2.32M

Top Sells

1
+$4.05M
2
+$2.51M
3
+$1.72M
4
GS icon
Goldman Sachs
GS
+$1.67M
5
NVO icon
Novo Nordisk
NVO
+$1.47M

Sector Composition

1 Technology 18.87%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$210K 0.02%
+2,444
802
$209K 0.02%
5,227
803
$209K 0.02%
1,770
804
$209K 0.02%
+3,809
805
$208K 0.02%
+4,840
806
$208K 0.02%
15,418
-12,943
807
$207K 0.02%
+10,883
808
$207K 0.02%
32,804
809
$207K 0.02%
3,819
810
$207K 0.02%
+8,360
811
$207K 0.02%
+4,798
812
$206K 0.02%
+3,767
813
$206K 0.02%
6,724
814
$205K 0.02%
+4,329
815
$204K 0.02%
4,119
-1,969
816
$204K 0.02%
+2,947
817
$204K 0.02%
2,690
-447
818
$204K 0.02%
+2,570
819
$203K 0.02%
15,310
820
$203K 0.02%
+2,102
821
$202K 0.02%
+23,415
822
$202K 0.02%
+3,024
823
$202K 0.02%
+2,670
824
$201K 0.02%
+3,658
825
$194K 0.02%
12,812
-5,752
31 32
33
34 35