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
351
$478K 0.03%
4,543
352
$477K 0.03%
3,783
353
$477K 0.03%
6,893
354
$473K 0.03%
5,778
355
$470K 0.03%
6,899
-493
356
$470K 0.03%
2,394
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357
$469K 0.03%
11,526
358
$469K 0.03%
17,030
-558
359
$467K 0.03%
24,340
360
$466K 0.03%
8,100
-300
361
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10,862
362
$465K 0.03%
4,237
363
$463K 0.03%
2,337
364
$463K 0.03%
3,718
365
$461K 0.03%
39,556
366
$456K 0.03%
5,070
367
$455K 0.03%
1,366
368
$455K 0.03%
22,000
369
$454K 0.03%
4,551
370
$453K 0.03%
2,983
371
$452K 0.03%
1,083
372
$452K 0.03%
8,677
373
$450K 0.03%
6,096
374
$447K 0.03%
9,297
375
$446K 0.03%
3,306
13 14
15
16 17