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
301
$638K 0.06%
9,325
+2,500
302
$638K 0.06%
6,583
+2
303
$635K 0.06%
14,416
+4
304
$631K 0.06%
18,378
+500
305
$631K 0.06%
9,425
306
$625K 0.06%
19,095
307
$625K 0.06%
25,655
308
$625K 0.06%
10,598
309
$624K 0.06%
11,165
310
$624K 0.06%
7,606
311
$617K 0.05%
16,856
-6,000
312
$611K 0.05%
16,781
+3,701
313
$611K 0.05%
17,123
+6
314
$610K 0.05%
7,236
-2,702
315
$608K 0.05%
85,000
316
$604K 0.05%
4,234
317
$604K 0.05%
16,931
+9
318
$603K 0.05%
39,049
+11,000
319
$602K 0.05%
4,820
320
$601K 0.05%
12,496
321
$600K 0.05%
3,719
322
$599K 0.05%
8,404
+1,290
323
$595K 0.05%
18,104
324
$594K 0.05%
9,599
325
$586K 0.05%
12,300
11 12
13
14 15