SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$5.85M
3
+$5.76M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.35M
5
AKAM icon
Akamai
AKAM
+$5.22M

Top Sells

1
+$23.4M
2
+$9.24M
3
+$4.87M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.77M
5
ALL icon
Allstate
ALL
+$4.74M

Sector Composition

1 Technology 27.43%
2 Financials 14.77%
3 Communication Services 11.69%
4 Consumer Discretionary 11.33%
5 Healthcare 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$968K 0.06%
2,481
227
$960K 0.06%
27,951
-1,005
228
$954K 0.06%
48,254
229
$950K 0.06%
+37,417
230
$934K 0.06%
27,113
231
$933K 0.06%
39,212
-8,200
232
$926K 0.05%
14,583
233
$924K 0.05%
60,929
234
$911K 0.05%
47,110
235
$902K 0.05%
22,000
236
$897K 0.05%
15,691
237
$892K 0.05%
3,062
238
$887K 0.05%
21,692
239
$886K 0.05%
46,000
240
$881K 0.05%
6,338
241
$847K 0.05%
1,062
-19
242
$844K 0.05%
14,496
-15,600
243
$843K 0.05%
45,261
-26,740
244
$833K 0.05%
224
-6
245
$830K 0.05%
90,000
+20,000
246
$822K 0.05%
5,692
247
$796K 0.05%
3,599
248
$796K 0.05%
9,511
249
$789K 0.05%
17,700
250
$787K 0.05%
45,733
8 9
10
11 12