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
251
$771K 0.07%
24,631
+500
252
$770K 0.07%
9,725
-575
253
$767K 0.07%
7,209
254
$758K 0.07%
11,442
+100
255
$754K 0.07%
9,297
256
$748K 0.07%
8,933
257
$747K 0.07%
16,518
258
$746K 0.07%
37,635
+35
259
$744K 0.07%
6,570
-1,000
260
$744K 0.07%
6,889
261
$741K 0.07%
65,992
+9,992
262
$732K 0.06%
8,278
+1
263
$730K 0.06%
20,427
+644
264
$729K 0.06%
3,155
+100
265
$728K 0.06%
30,403
+7,603
266
$723K 0.06%
16,864
+7,862
267
$723K 0.06%
16,770
268
$717K 0.06%
14,438
269
$712K 0.06%
10,500
270
$708K 0.06%
13,074
+9
271
$705K 0.06%
18,252
-400
272
$703K 0.06%
3,967
273
$703K 0.06%
12,525
274
$702K 0.06%
12,495
275
$701K 0.06%
21,886
9 10
11
12 13