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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
$2.86B
AUM Growth
+$696M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$30.7M
3
+$28.1M
4
TSM icon
TSMC
TSM
+$18.6M
5
PEP icon
PepsiCo
PEP
+$18.1M

Top Sells

1
+$8.35M
2
+$6.39M
3
+$6.3M
4
FISV
Fiserv Inc
FISV
+$5.77M
5
WORK
Slack Technologies, Inc.
WORK
+$5.32M

Sector Composition

1 Technology 38.4%
2 Consumer Discretionary 10.54%
3 Communication Services 10.54%
4 Healthcare 9.4%
5 Financials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$53K ﹤0.01%
10,407
802
$52K ﹤0.01%
1,284
803
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-16,143
804
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-2,268
805
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-18,451
806
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-29,227
807
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0
808
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809
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810
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811
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812
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813
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814
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-3,739
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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821
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822
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-125,999
823
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824
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825
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-6,992
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