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
351
$11.5K 0.05%
267
-11,268
352
$11.4K 0.05%
123
-11,297
353
$11.4K 0.05%
264
-11,138
354
$11.4K 0.05%
80
-11,321
355
$11.3K 0.04%
+2,058
356
$11.3K 0.04%
1,377
-6,656
357
$11.3K 0.04%
196
-11,114
358
$11.3K 0.04%
161
-11,096
359
$11.2K 0.04%
1,534
-9,920
360
$11.2K 0.04%
2,155
-29,175
361
$11.2K 0.04%
18
-1,102
362
$11.2K 0.04%
84
-11,113
363
$11.2K 0.04%
238
-10,931
364
$11.1K 0.04%
331
-10,812
365
$11.1K 0.04%
1,050
-9,772
366
$11.1K 0.04%
1,702
-7,789
367
$11.1K 0.04%
55
-10,995
368
$11K 0.04%
115
-10,930
369
$11K 0.04%
139
-10,897
370
$11K 0.04%
41
-10,994
371
$11K 0.04%
116
-10,887
372
$11K 0.04%
609
-10,379
373
$10.9K 0.04%
439
-10,423
374
$10.8K 0.04%
+1,769
375
$10.8K 0.04%
282
-19,692
13 14
15
16 17