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
$1.51B
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.78M
3
+$3.58M
4
ALL icon
Allstate
ALL
+$3.55M
5
ATVI
Activision Blizzard
ATVI
+$3.2M

Top Sells

1
+$7.61M
2
+$6.17M
3
+$4.9M
4
TEL icon
TE Connectivity
TEL
+$4.43M
5
ZION icon
Zions Bancorporation
ZION
+$3.9M

Sector Composition

1 Technology 24.04%
2 Financials 16.81%
3 Communication Services 11.53%
4 Healthcare 11.15%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$357K 0.02%
4,912
-425
477
$356K 0.02%
5,323
478
$356K 0.02%
4,257
-386
479
$355K 0.02%
8,800
480
$355K 0.02%
21,987
481
$354K 0.02%
3,007
-192
482
$353K 0.02%
4,339
483
$353K 0.02%
4,192
484
$352K 0.02%
26,800
485
$350K 0.02%
14,905
-1,202
486
$349K 0.02%
2,081
487
$349K 0.02%
1,930
488
$349K 0.02%
4,053
489
$349K 0.02%
13,140
490
$348K 0.02%
3,345
-359
491
$347K 0.02%
7,383
-400
492
$347K 0.02%
2,155
493
$346K 0.02%
15,264
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494
$345K 0.02%
10,704
495
$343K 0.02%
+5,508
496
$342K 0.02%
6,182
+751
497
$342K 0.02%
5,637
+393
498
$341K 0.02%
7,027
-536
499
$340K 0.02%
20,212
-6,168
500
$339K 0.02%
8,554
-1,560
18 19
20
21 22