SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$5.85M
3
+$5.76M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.35M
5
AKAM icon
Akamai
AKAM
+$5.22M

Top Sells

1
+$23.4M
2
+$9.24M
3
+$4.87M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.77M
5
ALL icon
Allstate
ALL
+$4.74M

Sector Composition

1 Technology 27.43%
2 Financials 14.77%
3 Communication Services 11.69%
4 Consumer Discretionary 11.33%
5 Healthcare 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$247K 0.01%
2,648
627
$246K 0.01%
+3,275
628
$245K 0.01%
18,000
-2,400
629
$245K 0.01%
3,449
630
$244K 0.01%
1,502
-200
631
$244K 0.01%
1,430
632
$244K 0.01%
6,444
633
$244K 0.01%
10,127
634
$244K 0.01%
3,775
-278
635
$244K 0.01%
9,325
-891
636
$243K 0.01%
12,144
-698
637
$243K 0.01%
2,594
-197
638
$243K 0.01%
+1,333
639
$243K 0.01%
21,469
640
$242K 0.01%
2,675
641
$242K 0.01%
8,704
-608
642
$241K 0.01%
10,942
643
$241K 0.01%
14,019
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644
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17,800
-2,400
645
$240K 0.01%
8,432
646
$240K 0.01%
3,214
-207
647
$240K 0.01%
2,823
648
$240K 0.01%
3,861
649
$240K 0.01%
2,754
-176
650
$239K 0.01%
4,510
-314
24 25
26
27 28