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
501
$6.88K 0.03%
+202
502
$6.87K 0.03%
522
-6,352
503
$6.83K 0.03%
502
-8,080
504
$6.81K 0.03%
789
-12,645
505
$6.8K 0.03%
1,944
-21,013
506
$6.79K 0.03%
784
-12,786
507
$6.73K 0.03%
+215
508
$6.72K 0.03%
1,065
-4,159
509
$6.72K 0.03%
390
-6,331
510
$6.64K 0.03%
338
-6,303
511
$6.59K 0.03%
240
-6,352
512
$6.59K 0.03%
268
-6,321
513
$6.59K 0.03%
501
-5,369
514
$6.57K 0.03%
666
-5,899
515
$6.54K 0.03%
+237
516
$6.53K 0.03%
420
-6,108
517
$6.51K 0.03%
330
-6,179
518
$6.51K 0.03%
454
-6,062
519
$6.44K 0.03%
+262
520
$6.43K 0.03%
1,597
-7,308
521
$6.42K 0.03%
356
-6,063
522
$6.41K 0.03%
1,029
-5,385
523
$6.29K 0.02%
414
-12,279
524
$6.27K 0.02%
260
-6,012
525
$6.22K 0.02%
479
-5,740
19 20
21
22 23