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
651
$239K 0.01%
4,462
652
$238K 0.01%
15,925
-2,231
653
$238K 0.01%
3,155
-130
654
$237K 0.01%
1,736
655
$237K 0.01%
+6,740
656
$237K 0.01%
1,737
-105
657
$237K 0.01%
+2,527
658
$237K 0.01%
1,292
-104
659
$236K 0.01%
12,252
-768
660
$236K 0.01%
8,116
661
$235K 0.01%
2,731
-273
662
$235K 0.01%
9,567
663
$235K 0.01%
8,316
-803
664
$234K 0.01%
2,433
-186
665
$234K 0.01%
3,110
666
$232K 0.01%
4,436
667
$232K 0.01%
9,302
668
$232K 0.01%
10,446
669
$231K 0.01%
7,367
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670
$231K 0.01%
6,044
671
$230K 0.01%
2,588
672
$229K 0.01%
9,488
673
$229K 0.01%
5,983
674
$229K 0.01%
6,728
675
$229K 0.01%
5,748
-315
25 26
27
28 29