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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
$1.45B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.14M
3
+$3.8M
4
DD icon
DuPont de Nemours
DD
+$3.72M
5
K
Kellanova
K
+$3.67M

Top Sells

1
+$5.31M
2
+$5.26M
3
+$5.23M
4
CA
CA, Inc.
CA
+$4.52M
5
CVX icon
Chevron
CVX
+$4.06M

Sector Composition

1 Technology 21.57%
2 Financials 17.17%
3 Communication Services 11.99%
4 Healthcare 11.45%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$52K ﹤0.01%
38,435
827
$41K ﹤0.01%
827
828
$31K ﹤0.01%
10,727
829
– –
-32,572
830
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-11,200
831
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-2,605
832
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-16,823
833
– –
-8,723
834
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-17,994
835
– –
-9,161
836
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-6,000
837
– –
-3,932
838
– –
-7,011
839
– –
-21,982
840
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-3,909
841
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-41,438
842
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-3,433
843
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844
– –
-3,719
845
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-5,844
846
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-30,000
847
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-8,198
848
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-41,966
849
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-3,694
850
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-10,491
32 33
34
35 36