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
$2.1B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.5M
3
+$3.43M
4
AMZN icon
Amazon
AMZN
+$3.21M
5
SCHW icon
Charles Schwab
SCHW
+$3.18M

Top Sells

1
+$7.2M
2
+$5.44M
3
+$4.37M
4
GM icon
General Motors
GM
+$3.68M
5
FISV
Fiserv Inc
FISV
+$3.58M

Sector Composition

1 Technology 35.98%
2 Consumer Discretionary 12.52%
3 Healthcare 11.1%
4 Communication Services 10.99%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$875K 0.04%
5,858
-57
252
$842K 0.04%
129,200
-21,800
253
$839K 0.04%
5,192
254
$820K 0.04%
20,331
-1,118
255
$799K 0.04%
88,884
-14,300
256
$784K 0.04%
4,173
-15,807
257
$771K 0.04%
2,750
-49
258
$753K 0.04%
19,539
259
$752K 0.04%
10,847
260
$731K 0.03%
12,118
261
$724K 0.03%
27,310
262
$721K 0.03%
12,676
263
$719K 0.03%
25,200
264
$719K 0.03%
7,240
-263
265
$709K 0.03%
36,810
-6,100
266
$704K 0.03%
12,980
267
$699K 0.03%
9,255
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268
$698K 0.03%
10,998
-360
269
$695K 0.03%
16,200
-2,800
270
$691K 0.03%
1,522
-25
271
$671K 0.03%
45,300
-7,700
272
$669K 0.03%
2,191
-69
273
$669K 0.03%
9,427
-492
274
$648K 0.03%
8,173
275
$643K 0.03%
28,096
9 10
11
12 13