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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$6.36M
3
+$4.78M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.57M
5
NVR icon
NVR
NVR
+$1.14M

Top Sells

1
+$69.7M
2
+$63.9M
3
+$41.7M
4
META icon
Meta Platforms (Facebook)
META
+$34.7M
5
INTC icon
Intel
INTC
+$33.8M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$54.5K 0.22%
3,945
-50,506
102
$54K 0.21%
467
-53,533
103
$53.5K 0.21%
1,316
-54,098
104
$53.1K 0.21%
1,538
-51,585
105
$52.5K 0.21%
2,289
-50,451
106
$51.3K 0.2%
5,594
-96,906
107
$50.4K 0.2%
2,834
-47,580
108
$50K 0.2%
1,749
-48,251
109
$50K 0.2%
1,555
-48,445
110
$49.9K 0.2%
4,294
-45,635
111
$49.9K 0.2%
2,909
-47,399
112
$49.8K 0.2%
2,634
-47,207
113
$48.8K 0.19%
575
-48,225
114
$48.6K 0.19%
1,376
-132,278
115
$47.4K 0.19%
1,316
-46,121
116
$47.4K 0.19%
1,148
-49,010
117
$47.2K 0.19%
4,005
-19,422
118
$47.1K 0.19%
2,406
-40,888
119
$47K 0.19%
698
-46,802
120
$46.5K 0.18%
12,384
-34,087
121
$46.4K 0.18%
95
-46,336
122
$46K 0.18%
1,077
-44,923
123
$45.9K 0.18%
5,464
-44,054
124
$45.8K 0.18%
5,729
-40,412
125
$45.7K 0.18%
+932
3 4
5
6 7