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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
$1.28B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.57M
3
+$2.5M
4
ACAS
American Capital Ltd
ACAS
+$2.39M
5
CMA
Comerica
CMA
+$2.32M

Top Sells

1
+$4.05M
2
+$2.51M
3
+$1.72M
4
GS icon
Goldman Sachs
GS
+$1.67M
5
NVO
Novo Nordisk
NVO
+$1.47M

Sector Composition

1 Technology 18.87%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$90K 0.01%
3,913
-759
852
$78K 0.01%
+22,000
853
$72K 0.01%
1,423
854
– –
-7,357
855
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-4,431
856
– –
-21,000
857
– –
-15,204
858
– –
-70,856
859
– –
-3,182
860
– –
-6,332
861
– –
-5,825
862
– –
-6,329
863
– –
-8,022
864
– –
-63,000
865
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-14,938
866
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-3,512
867
– –
-3,635
868
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869
– –
-5,790
870
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871
– –
-1,163
872
– –
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873
– –
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874
– –
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875
– –
0
33 34
35
36 37