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
801
$112K 0.01%
13,053
-1,494
802
$109K 0.01%
11,090
803
$108K 0.01%
10,057
-1,200
804
$105K 0.01%
12,338
805
$100K 0.01%
11,420
806
$99K 0.01%
23,938
807
$96K 0.01%
664
808
$96K 0.01%
+21,274
809
$93K 0.01%
28,291
-3,348
810
$90K 0.01%
+18,656
811
$84K ﹤0.01%
18,017
-2,193
812
$83K ﹤0.01%
11,197
813
$73K ﹤0.01%
+11,397
814
$65K ﹤0.01%
46,431
815
$62K ﹤0.01%
19,091
816
$62K ﹤0.01%
+10,305
817
$61K ﹤0.01%
1,854
-220
818
$55K ﹤0.01%
10,000
819
$55K ﹤0.01%
11,401
820
$55K ﹤0.01%
332
821
$46K ﹤0.01%
15,178
822
$44K ﹤0.01%
11,607
823
$44K ﹤0.01%
770
824
$38K ﹤0.01%
10,511
825
$35K ﹤0.01%
31,537
31 32
33
34 35