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
476
$7.57K 0.03%
251
-7,318
477
$7.55K 0.03%
2,146
-5,402
478
$7.53K 0.03%
352
-7,177
479
$7.42K 0.03%
1,748
-5,677
480
$7.42K 0.03%
269
-7,153
481
$7.39K 0.03%
681
-6,711
482
$7.38K 0.03%
382
-5,701
483
$7.35K 0.03%
240
-7,109
484
$7.26K 0.03%
1,214
-6,604
485
$7.25K 0.03%
564
-9,160
486
$7.22K 0.03%
267
-6,954
487
$7.17K 0.03%
568
-5,502
488
$7.15K 0.03%
289
-6,858
489
$7.14K 0.03%
433
-11,156
490
$7.14K 0.03%
+203
491
$7.14K 0.03%
357
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492
$7.12K 0.03%
307
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493
$7.11K 0.03%
8,585
-26,975
494
$7.09K 0.03%
218
-6,870
495
$7.09K 0.03%
+208
496
$7.08K 0.03%
+208
497
$7.03K 0.03%
432
-6,595
498
$6.95K 0.03%
2,920
-31,830
499
$6.92K 0.03%
396
-6,522
500
$6.89K 0.03%
345
-6,545
18 19
20
21 22