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
401
$409K 0.02%
17,345
402
$408K 0.02%
12,000
+3,000
403
$408K 0.02%
3,552
404
$406K 0.02%
1,887
405
$406K 0.02%
8,973
406
$403K 0.02%
2,204
407
$402K 0.02%
3,725
-113
408
$400K 0.02%
2,483
409
$400K 0.02%
11,767
410
$400K 0.02%
+10,501
411
$398K 0.02%
10,590
412
$398K 0.02%
2,000
-200
413
$398K 0.02%
9,200
-1,200
414
$398K 0.02%
10,569
415
$395K 0.02%
2,040
416
$395K 0.02%
4,463
417
$393K 0.02%
38,700
-5,200
418
$392K 0.02%
4,835
419
$392K 0.02%
7,402
420
$391K 0.02%
4,277
421
$390K 0.02%
1,686
422
$390K 0.02%
9,317
423
$390K 0.02%
8,104
-357
424
$388K 0.02%
6,666
-361
425
$385K 0.02%
2,723
-162
15 16
17
18 19