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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$482K 0.04%
10,485
+3,903
377
$482K 0.04%
9,711
+10
378
$482K 0.04%
4,551
379
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19,692
380
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13,700
381
$478K 0.04%
5,852
382
$473K 0.04%
2,179
+4
383
$471K 0.04%
13,261
384
$470K 0.04%
13,759
+7
385
$470K 0.04%
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386
$470K 0.04%
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387
$468K 0.04%
4,918
+2
388
$467K 0.04%
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389
$466K 0.04%
10,088
390
$463K 0.04%
6,928
+2,200
391
$462K 0.04%
8,743
392
$462K 0.04%
18,769
393
$460K 0.04%
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394
$459K 0.04%
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395
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10,083
396
$455K 0.04%
7,697
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397
$451K 0.04%
14,194
398
$451K 0.04%
4,206
399
$450K 0.04%
17,091
400
$450K 0.04%
6,066
14 15
16
17 18