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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
$1.33B
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.7M
3
+$3.32M
4
DVA icon
DaVita
DVA
+$3.07M
5
VIAB
Viacom Inc. Class B
VIAB
+$2.79M

Top Sells

1
+$4.61M
2
+$4.08M
3
+$3.67M
4
RAI
Reynolds American Inc
RAI
+$3.48M
5
WLL
Whiting Petroleum Corporation
WLL
+$2.58M

Sector Composition

1 Technology 20.14%
2 Financials 16.07%
3 Communication Services 10.94%
4 Healthcare 10.82%
5 Energy 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
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-10,423
902
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-4,330
903
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-9,749
904
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-66,147
905
– –
-21,086
906
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-7,519
907
– –
-3,477
908
– –
-9,961
909
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-5,747
910
– –
-180,000
911
– –
-19,174
912
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-6,724
913
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-4,802
914
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-6,701
915
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-4,653
916
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-30,000
917
– –
-139,009
918
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-6,634
919
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-12,000
920
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-5,200
921
– –
-9,840
922
– –
-51,159
923
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-5,405
924
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-5,120
925
– –
-15,751
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