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
$909M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.51M
3
+$3.4M
4
BURL icon
Burlington
BURL
+$2.52M
5
AAL icon
American Airlines Group
AAL
+$1.85M

Top Sells

1
+$1.99M
2
+$1.93M
3
+$1.9M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.44M
5
ENDP
Endo International plc
ENDP
+$1.11M

Sector Composition

1 Technology 21.64%
2 Healthcare 15%
3 Financials 11.4%
4 Consumer Discretionary 8.61%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$259K 0.03%
15,199
-640
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$259K 0.03%
7,482
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$259K 0.03%
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$257K 0.03%
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658
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660
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674
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675
$247K 0.03%
4,334
25 26
27
28 29