SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$5.85M
3
+$5.76M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.35M
5
AKAM icon
Akamai
AKAM
+$5.22M

Top Sells

1
+$23.4M
2
+$9.24M
3
+$4.87M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.77M
5
ALL icon
Allstate
ALL
+$4.74M

Sector Composition

1 Technology 27.43%
2 Financials 14.77%
3 Communication Services 11.69%
4 Consumer Discretionary 11.33%
5 Healthcare 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$535K 0.03%
6,874
327
$534K 0.03%
14,251
-300
328
$532K 0.03%
36,385
329
$531K 0.03%
4,921
-138
330
$530K 0.03%
39,700
+15,000
331
$528K 0.03%
7,200
332
$528K 0.03%
45,230
333
$526K 0.03%
2,434
334
$516K 0.03%
11,215
335
$512K 0.03%
12,455
336
$506K 0.03%
8,536
-223
337
$504K 0.03%
25,745
338
$504K 0.03%
3,445
-144
339
$503K 0.03%
6,962
-203
340
$501K 0.03%
10,248
341
$499K 0.03%
4,210
-194
342
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12,215
-1,700
343
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2,019
344
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345
$494K 0.03%
+5,467
346
$483K 0.03%
2,691
347
$481K 0.03%
2,002
348
$480K 0.03%
6,507
349
$480K 0.03%
22,900
-3,100
350
$480K 0.03%
3,937
12 13
14
15 16