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
$1.19B
AUM Growth
-$603M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.5M
3
+$3.01M
4
EXC icon
Exelon
EXC
+$2.63M
5
UNH icon
UnitedHealth
UNH
+$2.45M

Top Sells

1
+$123M
2
+$43.8M
3
+$22.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.8M
5
AMZN icon
Amazon
AMZN
+$10.3M

Sector Composition

1 Technology 28.52%
2 Consumer Discretionary 12%
3 Financials 11.53%
4 Healthcare 11.07%
5 Communication Services 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$222K 0.02%
3,982
502
$221K 0.02%
11,038
+1,461
503
$221K 0.02%
+15,000
504
$220K 0.02%
8,945
505
$220K 0.02%
3,382
-180
506
$220K 0.02%
7,860
507
$219K 0.02%
1,652
508
$219K 0.02%
3,878
-1,782
509
$219K 0.02%
9,659
510
$218K 0.02%
3,558
511
$218K 0.02%
1,078
512
$218K 0.02%
2,486
-227
513
$216K 0.02%
4,880
-364
514
$215K 0.02%
+798
515
$214K 0.02%
4,266
516
$213K 0.02%
18,979
-1,485
517
$212K 0.02%
2,138
518
$211K 0.02%
19,528
-1,488
519
$211K 0.02%
+1,849
520
$210K 0.02%
2,388
521
$209K 0.02%
9,830
522
$209K 0.02%
3,512
523
$208K 0.02%
1,556
524
$207K 0.02%
564
-48
525
$207K 0.02%
3,345
-290
19 20
21
22 23