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
$2.1B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.5M
3
+$3.43M
4
AMZN icon
Amazon
AMZN
+$3.21M
5
SCHW icon
Charles Schwab
SCHW
+$3.18M

Top Sells

1
+$7.2M
2
+$5.44M
3
+$4.37M
4
GM icon
General Motors
GM
+$3.68M
5
FISV
Fiserv Inc
FISV
+$3.58M

Sector Composition

1 Technology 35.98%
2 Consumer Discretionary 12.52%
3 Healthcare 11.1%
4 Communication Services 10.99%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$85K ﹤0.01%
16,503
677
$73K ﹤0.01%
10,779
678
$67K ﹤0.01%
5,061
679
$57K ﹤0.01%
6,136
680
$55K ﹤0.01%
10,635
681
$38K ﹤0.01%
791
682
– –
-14,038
683
– –
-2,049
684
– –
-2,103
685
– –
-15,727
686
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-1,852
687
– –
-16,898
688
– –
-1,277
689
– –
-3,953
690
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-15,129
691
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-4,432
692
– –
-7,321
693
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-17,750
694
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-16,067
695
– –
-7,939
696
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-725
697
– –
-5,356
698
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-2,202
699
– –
-2,735
700
– –
-2,739
26 27
28
29 30