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
$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
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-2,835
831
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-11,372
832
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-31,339
833
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-1,502
834
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835
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836
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-7,041
837
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838
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-8,852
839
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-57,995
840
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841
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842
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-10,760
843
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-40,888
844
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-941
845
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-34,209
846
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847
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-8,287
848
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-2,547
849
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-1,736
850
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-27,118
32 33
34
35 36