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
626
$216K 0.01%
11,988
-727
627
$215K 0.01%
+2,335
628
$215K 0.01%
+1,757
629
$214K 0.01%
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630
$214K 0.01%
1,306
-70
631
$214K 0.01%
+5,085
632
$214K 0.01%
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633
$213K 0.01%
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634
$213K 0.01%
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635
$213K 0.01%
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636
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637
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638
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2,292
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639
$212K 0.01%
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-67
640
$211K 0.01%
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641
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642
$211K 0.01%
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$210K 0.01%
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644
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1,210
645
$209K 0.01%
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646
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647
$209K 0.01%
1,990
648
$208K 0.01%
12,108
649
$207K ﹤0.01%
1,632
-56
650
$206K ﹤0.01%
4,375
24 25
26
27 28