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
301
$602K 0.01%
13,768
302
$601K 0.01%
989
-19
303
$596K 0.01%
3,457
-17,120
304
$595K 0.01%
27,695
+6,772
305
$586K 0.01%
11,252
-463
306
$586K 0.01%
4,782
+3,201
307
$573K 0.01%
1,320
-80
308
$572K 0.01%
9,536
-283
309
$569K 0.01%
1,969
-107
310
$561K 0.01%
+2,992
311
$555K 0.01%
3,638
-141
312
$553K 0.01%
1,623
-67
313
$552K 0.01%
+31,187
314
$550K 0.01%
4,824
-184
315
$550K 0.01%
4,996
-45
316
$548K 0.01%
8,365
-344
317
$546K 0.01%
2,291
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318
$545K 0.01%
4,246
-226
319
$542K 0.01%
4,683
-178
320
$539K 0.01%
4,075
+1,157
321
$527K 0.01%
7,386
+3,810
322
$527K 0.01%
200,300
323
$517K 0.01%
1,572
-36
324
$513K 0.01%
6,144
-232
325
$512K 0.01%
+1,419
11 12
13
14 15