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

Top Buys

1
+$96.2K
2
+$45.7K
3
+$45.2K
4
FOXA icon
Fox Class A
FOXA
+$32.6K
5
UAL icon
United Airlines
UAL
+$26.2K

Top Sells

1
+$98.8M
2
+$68.5M
3
+$63M
4
BEN icon
Franklin Resources
BEN
+$30.7M
5
WFC icon
Wells Fargo
WFC
+$29.3M

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
226
$21.5K 0.08%
216
-21,470
227
$21.1K 0.08%
4,243
-18,994
228
$21K 0.08%
2,724
-13,815
229
$20.9K 0.08%
4,936
-15,545
230
$20.3K 0.08%
2,750
-17,593
231
$20.3K 0.08%
3,159
-17,113
232
$20.2K 0.08%
162
-20,048
233
$20.1K 0.08%
218
-19,907
234
$20.1K 0.08%
121
-19,970
235
$19.7K 0.08%
3,463
-16,219
236
$19.5K 0.08%
1,373
-26,070
237
$19.1K 0.08%
3,909
-26,584
238
$19K 0.07%
219
-18,733
239
$18.8K 0.07%
+513
240
$18.7K 0.07%
386
-18,292
241
$18.7K 0.07%
3,584
-15,085
242
$18.7K 0.07%
12
-2,062
243
$18.6K 0.07%
178
-18,441
244
$18.6K 0.07%
1,671
-15,594
245
$18.5K 0.07%
1,486
-110,748
246
$18.3K 0.07%
77,025
-198,180
247
$18.2K 0.07%
675
-18,945
248
$17.8K 0.07%
719
-17,080
249
$17.3K 0.07%
363
-16,982
250
$17.3K 0.07%
432
-16,889
8 9
10
11 12