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
$859M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1 +$6.81M
2 +$6.19M
3 +$5.76M
4
INTC icon
Intel
INTC
+$3.31M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.15M

Top Sells

1 +$13M
2 +$6.99M
3 +$1.13M
4
ETR icon
Entergy
ETR
+$1.01M
5
COP icon
ConocoPhillips
COP
+$886K

Sector Composition

1 Technology 21.49%
2 Healthcare 14.43%
3 Financials 12.12%
4 Industrials 8.31%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
-8,197
827
-34,398