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
451
$317K 0.01%
3,935
-109
452
$315K 0.01%
503
-13
453
$315K 0.01%
4,138
-131
454
$313K 0.01%
5,147
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455
$312K 0.01%
1,774
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456
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5,830
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457
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7,972
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458
$311K 0.01%
10,908
459
$311K 0.01%
1,924
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460
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5,919
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461
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1,496
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462
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8,117
463
$306K 0.01%
6,300
464
$302K 0.01%
1,277
465
$302K 0.01%
643
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466
$302K 0.01%
21,796
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467
$299K 0.01%
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468
$298K 0.01%
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$297K 0.01%
5,964
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471
$297K 0.01%
2,286
472
$296K 0.01%
1,582
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473
$296K 0.01%
3,855
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474
$295K 0.01%
4,629
-152
475
$295K 0.01%
5,847
-330
17 18
19
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