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
526
$249K 0.01%
2,422
527
$248K 0.01%
3,621
-177
528
$248K 0.01%
2,009
529
$248K 0.01%
2,039
530
$247K 0.01%
9,035
531
$247K 0.01%
3,023
532
$246K 0.01%
1,013
-41
533
$246K 0.01%
684
534
$245K 0.01%
9,650
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535
$245K 0.01%
6,787
536
$244K 0.01%
5,033
-364
537
$244K 0.01%
6,602
538
$244K 0.01%
3,052
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539
$244K 0.01%
5,799
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540
$243K 0.01%
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541
$243K 0.01%
3,453
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542
$243K 0.01%
9,580
543
$242K 0.01%
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544
$242K 0.01%
11,717
545
$242K 0.01%
1,892
546
$240K 0.01%
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547
$238K 0.01%
5,273
-1,355
548
$238K 0.01%
8,298
549
$237K 0.01%
1,952
550
$237K 0.01%
5,001
-426
20 21
22
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