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
$2.1B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.5M
3
+$3.43M
4
AMZN icon
Amazon
AMZN
+$3.21M
5
SCHW icon
Charles Schwab
SCHW
+$3.18M

Top Sells

1
+$7.2M
2
+$5.44M
3
+$4.37M
4
GM icon
General Motors
GM
+$3.68M
5
FISV
Fiserv Inc
FISV
+$3.58M

Sector Composition

1 Technology 35.98%
2 Consumer Discretionary 12.52%
3 Healthcare 11.1%
4 Communication Services 10.99%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$262K 0.01%
3,000
502
$261K 0.01%
5,392
503
$260K 0.01%
10,549
504
$260K 0.01%
5,299
505
$260K 0.01%
4,360
506
$259K 0.01%
1,304
507
$259K 0.01%
6,872
508
$259K 0.01%
5,484
509
$258K 0.01%
2,295
+100
510
$258K 0.01%
2,091
511
$256K 0.01%
9,056
512
$256K 0.01%
15,533
513
$256K 0.01%
7,646
+1,028
514
$255K 0.01%
1,764
-58
515
$255K 0.01%
2,090
516
$254K 0.01%
7,592
517
$254K 0.01%
3,607
518
$253K 0.01%
2,803
519
$253K 0.01%
2,269
520
$253K 0.01%
1,705
+28
521
$253K 0.01%
1,217
-101
522
$253K 0.01%
7,087
523
$253K 0.01%
2,858
524
$251K 0.01%
4,207
525
$249K 0.01%
13,728
19 20
21
22 23