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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$96.2K
2
+$45.7K
3
+$45.2K
4
FOXA icon
Fox Class A
FOXA
+$32.6K
5
UAL icon
United Airlines
UAL
+$26.2K

Top Sells

1
+$98.8M
2
+$68.5M
3
+$63M
4
BEN icon
Franklin Resources
BEN
+$30.7M
5
WFC icon
Wells Fargo
WFC
+$29.3M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3.54K 0.01%
424
-3,112
677
$3.52K 0.01%
297
-3,225
678
$3.51K 0.01%
+228
679
$3.5K 0.01%
264
-3,240
680
$3.5K 0.01%
348
-3,152
681
$3.49K 0.01%
242
-3,251
682
$3.46K 0.01%
+216
683
$3.46K 0.01%
293
-3,166
684
$3.45K 0.01%
+1,035
685
$3.44K 0.01%
500
-2,942
686
$3.39K 0.01%
402
-2,988
687
$3.35K 0.01%
337
-3,008
688
$3.32K 0.01%
275
-3,047
689
$3.31K 0.01%
+239
690
$3.31K 0.01%
+208
691
$3.31K 0.01%
+419
692
$3.3K 0.01%
211
-3,089
693
$3.29K 0.01%
+201
694
$3.29K 0.01%
480
-4,455
695
$3.29K 0.01%
272
-3,013
696
$3.26K 0.01%
324
-3,420
697
$3.25K 0.01%
283
-2,972
698
$3.25K 0.01%
522
-14,427
699
$3.24K 0.01%
590
-2,650
700
$3.24K 0.01%
261
-2,975
26 27
28
29 30