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
451
$8.27K 0.03%
1,848
-6,418
452
$8.25K 0.03%
634
-7,614
453
$8.23K 0.03%
414
-7,771
454
$8.19K 0.03%
+223
455
$8.14K 0.03%
288
-7,857
456
$8.13K 0.03%
331
-7,797
457
$8.06K 0.03%
+453
458
$8K 0.03%
1,223
-6,977
459
$7.97K 0.03%
354
-7,620
460
$7.95K 0.03%
3,396
-4,030
461
$7.92K 0.03%
268
-7,652
462
$7.91K 0.03%
316
-7,595
463
$7.88K 0.03%
245
-7,636
464
$7.86K 0.03%
252
-7,608
465
$7.83K 0.03%
403
-7,424
466
$7.77K 0.03%
800
-6,968
467
$7.75K 0.03%
360
-5,987
468
$7.74K 0.03%
533
-7,203
469
$7.72K 0.03%
44,970
-70,830
470
$7.71K 0.03%
547
-2,927
471
$7.67K 0.03%
246
-7,424
472
$7.63K 0.03%
716
-6,909
473
$7.62K 0.03%
5,896
-32,200
474
$7.58K 0.03%
660
-4,252
475
$7.58K 0.03%
269
-7,307
17 18
19
20 21