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
401
$370K 0.01%
1,255
402
$369K 0.01%
9,699
403
$369K 0.01%
5,676
-110
404
$368K 0.01%
1,378
-85
405
$367K 0.01%
10,065
-267
406
$367K 0.01%
12,539
-481
407
$364K 0.01%
18,735
-1,491
408
$363K 0.01%
6,662
-1,166
409
$362K 0.01%
2,442
-63
410
$361K 0.01%
5,000
411
$359K 0.01%
3,158
-159
412
$357K 0.01%
1,410
-8,847
413
$356K 0.01%
3,245
+9
414
$354K 0.01%
4,329
415
$353K 0.01%
4,743
-135
416
$353K 0.01%
1,096
417
$351K 0.01%
8,229
-270
418
$346K 0.01%
3,675
-194
419
$346K 0.01%
8,194
-250
420
$344K 0.01%
58,741
-958
421
$344K 0.01%
4,287
-98
422
$344K 0.01%
1,411
-35
423
$344K 0.01%
3,565
-94
424
$343K 0.01%
+5,823
425
$341K 0.01%
1,198
-78
15 16
17
18 19