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
$4.19B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$99.7M
2
+$28.6M
3
+$25.7M
4
BAC icon
Bank of America
BAC
+$23.5M
5
AFL icon
Aflac
AFL
+$23.1M

Top Sells

1
+$14M
2
+$10.8M
3
+$9.9M
4
NVDA icon
NVIDIA
NVDA
+$8.47M
5
ABBV icon
AbbVie
ABBV
+$7.36M

Sector Composition

1 Technology 39.6%
2 Consumer Discretionary 12.08%
3 Communication Services 11.5%
4 Healthcare 8.35%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.37M 0.03%
16,490
-4,156
252
$1.36M 0.03%
100,290
-5,886
253
$1.31M 0.03%
22,080
+10,833
254
$1.29M 0.03%
8,342
+652
255
$1.25M 0.03%
409,475
+128,075
256
$1.25M 0.03%
6,244
-68
257
$1.25M 0.03%
23,000
258
$1.25M 0.03%
20,055
259
$1.19M 0.03%
4,267
-15
260
$1.18M 0.03%
5,415
-73
261
$1.17M 0.03%
37,023
262
$1.15M 0.03%
2,580
-40
263
$1.11M 0.03%
84,097
-3,253
264
$1.08M 0.03%
7,707
265
$1.08M 0.03%
17,129
-122
266
$1.07M 0.03%
46,624
267
$1.06M 0.03%
11,523
-131
268
$1.03M 0.02%
2,363
-36
269
$967K 0.02%
2,105
270
$944K 0.02%
13,450
271
$937K 0.02%
6,378
-83
272
$932K 0.02%
30,080
273
$921K 0.02%
8,795
274
$917K 0.02%
3,455
-56
275
$907K 0.02%
3,335
-629
9 10
11
12 13