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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$96.2K
2
+$45.7K
3
+$45.2K
4
FOXA icon
Fox Class A
FOXA
+$32.6K
5
UAL icon
United Airlines
UAL
+$26.2K

Top Sells

1
+$98.8M
2
+$68.5M
3
+$63M
4
BEN icon
Franklin Resources
BEN
+$30.7M
5
WFC icon
Wells Fargo
WFC
+$29.3M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13.2K 0.05%
528
-12,721
302
$13.2K 0.05%
1,311
-11,843
303
$13.1K 0.05%
141
-12,986
304
$13.1K 0.05%
203
-12,896
305
$13.1K 0.05%
274
-12,809
306
$13K 0.05%
222
-12,778
307
$13K 0.05%
127
-12,848
308
$13K 0.05%
55
-12,905
309
$13K 0.05%
252
-12,704
310
$12.9K 0.05%
169
-12,749
311
$12.9K 0.05%
667
-10,249
312
$12.9K 0.05%
1,588
-24,224
313
$12.9K 0.05%
96
-12,782
314
$12.8K 0.05%
230
-12,612
315
$12.8K 0.05%
238
-12,593
316
$12.8K 0.05%
284
-12,528
317
$12.8K 0.05%
1,520
-11,257
318
$12.7K 0.05%
264
-12,479
319
$12.7K 0.05%
317
-12,372
320
$12.6K 0.05%
199
-12,447
321
$12.6K 0.05%
29
-12,571
322
$12.6K 0.05%
3,553
-9,147
323
$12.6K 0.05%
458
-12,104
324
$12.5K 0.05%
623
-11,923
325
$12.5K 0.05%
2,730
+1,695
11 12
13
14 15