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
551
$237K 0.01%
6,634
552
$236K 0.01%
6,656
553
$236K 0.01%
7,100
554
$236K 0.01%
1,027
-82
555
$235K 0.01%
14,982
-1,506
556
$235K 0.01%
5,938
-519
557
$233K 0.01%
+3,875
558
$233K 0.01%
8,188
559
$233K 0.01%
21,550
560
$233K 0.01%
8,792
561
$232K 0.01%
1,356
+100
562
$232K 0.01%
1,514
-69
563
$231K 0.01%
6,619
+1,183
564
$231K 0.01%
8,025
565
$231K 0.01%
7,340
566
$230K 0.01%
4,444
567
$229K 0.01%
+12,223
568
$228K 0.01%
2,034
-149
569
$228K 0.01%
3,364
570
$228K 0.01%
3,218
-110
571
$228K 0.01%
7,144
572
$227K 0.01%
+3,306
573
$227K 0.01%
7,149
574
$226K 0.01%
2,397
575
$225K 0.01%
+5,334
21 22
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