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
$4.19B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$99.7M
2
+$28.6M
3
+$25.7M
4
BAC icon
Bank of America
BAC
+$23.5M
5
AFL icon
Aflac
AFL
+$23.1M

Top Sells

1
+$14M
2
+$10.8M
3
+$9.9M
4
NVDA icon
NVIDIA
NVDA
+$8.47M
5
ABBV icon
AbbVie
ABBV
+$7.36M

Sector Composition

1 Technology 39.6%
2 Consumer Discretionary 12.08%
3 Communication Services 11.5%
4 Healthcare 8.35%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$278K 0.01%
5,070
-198
502
$276K 0.01%
+4,675
503
$276K 0.01%
+1,995
504
$275K 0.01%
1,341
505
$275K 0.01%
2,533
-160
506
$274K 0.01%
9,672
-2,000
507
$274K 0.01%
3,529
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508
$274K 0.01%
1,644
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509
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1,231
-37
510
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-238
511
$273K 0.01%
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512
$272K 0.01%
2,419
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513
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1,770
-65
514
$271K 0.01%
2,378
-133
515
$271K 0.01%
4,662
-167
516
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1,902
517
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2,171
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518
$269K 0.01%
5,175
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519
$269K 0.01%
26,824
520
$268K 0.01%
4,725
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521
$268K 0.01%
1,410
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522
$268K 0.01%
3,685
-235
523
$268K 0.01%
1,357
-33
524
$268K 0.01%
2,070
-70
525
$268K 0.01%
+9,339
19 20
21
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