SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$839K 0.07%
25,248
-6,600
227
$833K 0.07%
+17,142
228
$831K 0.07%
24,022
+8
229
$831K 0.07%
+21,500
230
$828K 0.07%
10,732
231
$827K 0.07%
22,868
+13,600
232
$824K 0.07%
10,000
+100
233
$823K 0.07%
63,000
+10,000
234
$820K 0.07%
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235
$819K 0.07%
4,481
236
$818K 0.07%
26,467
+13
237
$811K 0.07%
22,490
+14,400
238
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27,124
239
$807K 0.07%
10,160
+4,700
240
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14,928
241
$804K 0.07%
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242
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72,048
243
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244
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12,405
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245
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30,103
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246
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7,303
247
$782K 0.07%
9,617
248
$777K 0.07%
4,626
249
$776K 0.07%
11,897
250
$772K 0.07%
14,074
8 9
10
11 12