We are live on ! Find out more
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
$1.8B
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
826
$32K ﹤0.01%
11,035
827
$30K ﹤0.01%
24,903
828
$25K ﹤0.01%
12,600
829
$18K ﹤0.01%
16,968
830
– –
-31,339
831
– –
-1,502
832
– –
-31,184
833
– –
-941
834
– –
-34,209
835
– –
-10,506
836
– –
-8,287
837
– –
-2,547
838
– –
-1,736
839
– –
-27,118
840
– –
-18,168
841
– –
-1,430
842
– –
-6,740
843
– –
-11,050
844
– –
-110,000
845
– –
-4,079
846
– –
-7,346
847
– –
-11,045
848
– –
-918
849
– –
-6,728
850
– –
-7,958
32 33
34
35 36