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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$246K 0.02%
10,090
627
$246K 0.02%
4,118
628
$246K 0.02%
+2,681
629
$246K 0.02%
4,908
630
$245K 0.02%
9,556
+500
631
$245K 0.02%
4,425
632
$244K 0.02%
4,878
633
$243K 0.02%
6,501
634
$243K 0.02%
4,168
635
$242K 0.02%
+2,696
636
$242K 0.02%
7,482
637
$242K 0.02%
2,357
638
$242K 0.02%
6,419
639
$241K 0.02%
5,199
-756
640
$241K 0.02%
5,296
641
$239K 0.02%
4,458
642
$239K 0.02%
1,830
643
$236K 0.02%
2,403
644
$236K 0.02%
4,281
645
$236K 0.02%
5,109
646
$235K 0.02%
6,701
647
$234K 0.02%
+4,202
648
$234K 0.02%
5,227
649
$234K 0.02%
+4,863
650
$234K 0.02%
4,000
24 25
26
27 28