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
$4.19B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$99.7M
2
+$28.6M
3
+$25.7M
4
BAC icon
Bank of America
BAC
+$23.5M
5
AFL icon
Aflac
AFL
+$23.1M

Top Sells

1
+$14M
2
+$10.8M
3
+$9.9M
4
NVDA icon
NVIDIA
NVDA
+$8.47M
5
ABBV icon
AbbVie
ABBV
+$7.36M

Sector Composition

1 Technology 39.6%
2 Consumer Discretionary 12.08%
3 Communication Services 11.5%
4 Healthcare 8.35%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$402K 0.01%
1,475
+15
377
$401K 0.01%
2,405
-111
378
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2,279
-8
379
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-1,217
380
$395K 0.01%
55,667
-31,291
381
$395K 0.01%
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382
$392K 0.01%
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383
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2,142
-109
384
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2,157
385
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794
-40
386
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31,398
-2,201
387
$385K 0.01%
4,313
388
$384K 0.01%
18,910
389
$383K 0.01%
2,026
-113
390
$383K 0.01%
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391
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395
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-157
396
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397
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1,635
-28
398
$374K 0.01%
3,697
-100
399
$370K 0.01%
5,559
400
$370K 0.01%
25,425
14 15
16
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