SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$3.99M
3
+$3.78M
4
ALL icon
Allstate
ALL
+$3.63M
5
ATVI
Activision Blizzard
ATVI
+$3.35M

Top Sells

1
+$7.81M
2
+$7.24M
3
+$4.73M
4
TEL icon
TE Connectivity
TEL
+$4.49M
5
ZION icon
Zions Bancorporation
ZION
+$3.98M

Sector Composition

1 Technology 24.04%
2 Financials 16.81%
3 Communication Services 11.53%
4 Healthcare 11.15%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$272K 0.02%
1,078
-275
602
$272K 0.02%
3,686
603
$272K 0.02%
9,000
604
$272K 0.02%
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$272K 0.02%
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606
$271K 0.02%
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607
$271K 0.02%
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608
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$271K 0.02%
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-1,271
610
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611
$269K 0.02%
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612
$269K 0.02%
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613
$269K 0.02%
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614
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615
$267K 0.02%
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616
$267K 0.02%
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617
$266K 0.02%
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618
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$264K 0.02%
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621
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$262K 0.02%
3,628
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624
$262K 0.02%
4,187
625
$262K 0.02%
7,422
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23 24
25
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