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
$909M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.51M
3
+$3.4M
4
BURL icon
Burlington
BURL
+$2.52M
5
AAL icon
American Airlines Group
AAL
+$1.85M

Top Sells

1
+$1.99M
2
+$1.93M
3
+$1.9M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.44M
5
ENDP
Endo International plc
ENDP
+$1.11M

Sector Composition

1 Technology 21.64%
2 Healthcare 15%
3 Financials 11.4%
4 Consumer Discretionary 8.61%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$440K 0.05%
5,621
-428
427
$437K 0.05%
14,194
428
$437K 0.05%
25,101
-1,783
429
$436K 0.05%
17,891
-1,523
430
$435K 0.05%
9,275
-706
431
$434K 0.05%
5,664
-429
432
$434K 0.05%
39,306
433
$433K 0.05%
17,730
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434
$432K 0.05%
10,070
-747
435
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15,081
+2,300
436
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5,902
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437
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1,607
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438
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40,500
439
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18,915
-1,569
440
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441
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442
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8,200
443
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3,214
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444
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13,090
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445
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446
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14,191
+6,843
447
$416K 0.04%
10,698
-9,016
448
$413K 0.04%
22,580
+1,700
449
$411K 0.04%
17,091
-1,491
450
$410K 0.04%
5,466
-416
16 17
18
19 20