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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.84%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$206K 0.02%
5,796
+6
702
$206K 0.02%
21,438
+24
703
$206K 0.02%
421
704
$206K 0.02%
10,040
705
$206K 0.02%
+3,800
706
$206K 0.02%
3,001
707
$205K 0.02%
12,146
708
$204K 0.02%
+5,430
709
$203K 0.02%
3,788
-2,900
710
$203K 0.02%
4,618
711
$203K 0.02%
16,159
-4,900
712
$203K 0.02%
5,332
-700
713
$203K 0.02%
+2,670
714
$203K 0.02%
+7,128
715
$203K 0.02%
16,020
716
$202K 0.02%
10,232
717
$202K 0.02%
3,562
+5
718
$202K 0.02%
22,192
719
$201K 0.02%
10,831
720
$198K 0.02%
14,971
721
$195K 0.02%
13,108
722
$185K 0.02%
11,230
723
$181K 0.02%
19,483
724
$181K 0.02%
13,351
725
$179K 0.02%
1,777
27 28
29
30 31