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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$6.36M
3
+$4.78M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.57M
5
NVR icon
NVR
NVR
+$1.14M

Top Sells

1
+$69.7M
2
+$63.9M
3
+$41.7M
4
META icon
Meta Platforms (Facebook)
META
+$34.7M
5
INTC icon
Intel
INTC
+$33.8M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1.61K 0.01%
308
-1,307
802
$1.55K 0.01%
237
-1,310
803
$1.5K 0.01%
238
-1,263
804
$1.5K 0.01%
2,184
-6,816
805
$1.5K 0.01%
269
-1,231
806
$1.5K 0.01%
271
-1,227
807
$1.48K 0.01%
231
-1,244
808
$1.43K 0.01%
262
-1,171
809
$1.43K 0.01%
+201
810
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437
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811
$1.4K 0.01%
237
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812
$1.34K 0.01%
268
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813
$1.2K ﹤0.01%
217
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814
$1.19K ﹤0.01%
317
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815
$1.16K ﹤0.01%
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816
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365
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817
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818
$1.08K ﹤0.01%
258
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819
$914 ﹤0.01%
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820
$823 ﹤0.01%
238
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821
$694 ﹤0.01%
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822
$628 ﹤0.01%
810
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823
$620 ﹤0.01%
269
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824
$349 ﹤0.01%
343
-6
825
$327 ﹤0.01%
223
-104
31 32
33
34 35