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
251
$781K 0.05%
73,000
252
$779K 0.05%
32,215
253
$777K 0.05%
11,319
-252
254
$777K 0.05%
2,414
-91
255
$763K 0.05%
7,625
256
$746K 0.04%
8,806
257
$746K 0.04%
9,436
-1,140
258
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11,796
-600
259
$742K 0.04%
+3,596
260
$735K 0.04%
34,209
261
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12,945
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262
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31,339
263
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6,442
-123
264
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5,587
265
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4,216
266
$710K 0.04%
+45,000
267
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12,182
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$696K 0.04%
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269
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4,896
-137
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5,500
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272
$688K 0.04%
33,931
+5,500
273
$684K 0.04%
1,186
-175
274
$684K 0.04%
9,934
-197
275
$681K 0.04%
2,784
9 10
11
12 13