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
526
$266K 0.01%
8,468
-756
527
$265K 0.01%
8,003
-274
528
$265K 0.01%
548
-17
529
$265K 0.01%
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530
$264K 0.01%
4,896
-298
531
$264K 0.01%
11,011
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532
$264K 0.01%
2,269
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533
$264K 0.01%
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534
$263K 0.01%
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535
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536
$263K 0.01%
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537
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538
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539
$260K 0.01%
4,954
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$259K 0.01%
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$259K 0.01%
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$258K 0.01%
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$257K 0.01%
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546
$254K 0.01%
138
547
$254K 0.01%
3,756
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548
$252K 0.01%
4,361
-258
549
$251K 0.01%
+1,336
550
$250K 0.01%
1,745
-52
20 21
22
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