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
326
$12.5K 0.05%
2,286
-9,797
327
$12.5K 0.05%
503
-13,824
328
$12.5K 0.05%
298
-19,902
329
$12.5K 0.05%
2,403
-9,709
330
$12.5K 0.05%
537
-11,918
331
$12.4K 0.05%
+2,185
332
$12.4K 0.05%
236
-12,177
333
$12.4K 0.05%
173
-12,202
334
$12.3K 0.05%
115
-12,223
335
$12.3K 0.05%
237
-12,024
336
$12.3K 0.05%
1,369
-10,211
337
$12.2K 0.05%
623
-11,620
338
$12.2K 0.05%
1,039
-11,179
339
$12.1K 0.05%
228
-11,845
340
$12K 0.05%
647
-10,464
341
$11.9K 0.05%
590
-11,315
342
$11.9K 0.05%
192
-11,668
343
$11.8K 0.05%
230
-11,548
344
$11.8K 0.05%
372
-11,402
345
$11.8K 0.05%
272
-11,482
346
$11.7K 0.05%
240
-23,440
347
$11.6K 0.05%
314
-11,314
348
$11.6K 0.05%
446
-11,080
349
$11.6K 0.05%
306
-11,313
350
$11.6K 0.05%
784
-10,787
12 13
14
15 16