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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$337K 0.03%
4,762
502
$336K 0.03%
21,888
503
$336K 0.03%
6,436
-50
504
$335K 0.03%
2,476
505
$331K 0.03%
4,068
-1,800
506
$331K 0.03%
8,597
507
$329K 0.03%
4,431
508
$329K 0.03%
7,864
+164
509
$329K 0.03%
3,714
510
$329K 0.03%
5,235
511
$328K 0.03%
6,903
512
$328K 0.03%
5,500
-278
513
$327K 0.03%
5,614
514
$326K 0.03%
18,689
515
$326K 0.03%
86,741
516
$325K 0.03%
+15,041
517
$325K 0.03%
13,841
518
$323K 0.03%
+3,432
519
$322K 0.03%
9,835
+10
520
$321K 0.03%
4,137
-596
521
$321K 0.03%
15,065
522
$318K 0.03%
7,506
+2,400
523
$318K 0.03%
12,800
524
$316K 0.03%
4,607
525
$316K 0.03%
9,305
19 20
21
22 23