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
$1.51B
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.78M
3
+$3.58M
4
ALL icon
Allstate
ALL
+$3.55M
5
ATVI
Activision Blizzard
ATVI
+$3.2M

Top Sells

1
+$7.61M
2
+$6.17M
3
+$4.9M
4
TEL icon
TE Connectivity
TEL
+$4.43M
5
ZION icon
Zions Bancorporation
ZION
+$3.9M

Sector Composition

1 Technology 24.04%
2 Financials 16.81%
3 Communication Services 11.53%
4 Healthcare 11.15%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$241K 0.02%
3,057
-359
677
$240K 0.02%
349
678
$239K 0.02%
4,726
679
$239K 0.02%
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680
$238K 0.02%
8,145
-200
681
$238K 0.02%
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682
$237K 0.02%
5,065
-2,004
683
$237K 0.02%
7,087
684
$236K 0.02%
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685
$235K 0.02%
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-216
686
$235K 0.02%
7,996
687
$235K 0.02%
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688
$234K 0.02%
2,245
689
$234K 0.02%
7,388
690
$234K 0.02%
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691
$233K 0.02%
13,099
692
$233K 0.02%
4,806
693
$232K 0.02%
5,790
694
$232K 0.02%
18,619
-3,573
695
$232K 0.02%
7,454
-2,118
696
$231K 0.02%
+5,305
697
$231K 0.02%
8,937
698
$230K 0.02%
+5,720
699
$229K 0.02%
+5,855
700
$229K 0.02%
5,681
26 27
28
29 30