SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
894
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$67.1M
3
+$56M
4
MSFT icon
Microsoft
MSFT
+$43.6M
5
META icon
Meta Platforms (Facebook)
META
+$38.8M

Top Sells

1
+$46.1M
2
+$6.6M
3
+$5.03M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.98M
5
NVR icon
NVR
NVR
+$1.44M

Sector Composition

1 Technology 24.65%
2 Financials 16.39%
3 Communication Services 11.86%
4 Consumer Discretionary 11.46%
5 Healthcare 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$52K ﹤0.01%
11,050
+10,995
827
$47K ﹤0.01%
24,903
+24,832
828
$45K ﹤0.01%
770
+768
829
$39K ﹤0.01%
11,607
+11,552
830
$36K ﹤0.01%
31,537
+31,490
831
$29K ﹤0.01%
11,035
+10,994
832
$21K ﹤0.01%
12,600
+12,571
833
$20K ﹤0.01%
1,558
+1,551
834
$19K ﹤0.01%
10,665
+10,644
835
$18K ﹤0.01%
16,968
+16,942
836
$10K ﹤0.01%
827
+826
837
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-211
838
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839
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-420
840
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841
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842
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843
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844
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845
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846
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-789
847
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-215
848
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-1,377
849
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-404
850
– –
-237
32 33
34
35 36