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
401
$10.1K 0.04%
127
-9,943
402
$10.1K 0.04%
8,132
-32,908
403
$10K 0.04%
53
-9,947
404
$9.81K 0.04%
467
-9,348
405
$9.81K 0.04%
236
-9,578
406
$9.8K 0.04%
417
-10,029
407
$9.74K 0.04%
742
-19,623
408
$9.71K 0.04%
+257
409
$9.66K 0.04%
451
-9,210
410
$9.66K 0.04%
325
-9,334
411
$9.52K 0.04%
3,908
-5,610
412
$9.51K 0.04%
358
-9,153
413
$9.51K 0.04%
340
-9,168
414
$9.49K 0.04%
652
-11,535
415
$9.48K 0.04%
1,132
-8,351
416
$9.47K 0.04%
602
-8,870
417
$9.44K 0.04%
313
-9,610
418
$9.39K 0.04%
460
-8,931
419
$9.32K 0.04%
378
-8,940
420
$9.32K 0.04%
398
-9,019
421
$9.31K 0.04%
289
-9,023
422
$9.3K 0.04%
228
-9,074
423
$9.29K 0.04%
546
-8,740
424
$9.28K 0.04%
305
-8,978
425
$9.28K 0.04%
349
-8,926
15 16
17
18 19