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
701
$3.23K 0.01%
280
-2,955
702
$3.22K 0.01%
299
-2,922
703
$3.22K 0.01%
265
-2,953
704
$3.21K 0.01%
494
-2,713
705
$3.18K 0.01%
293
-2,891
706
$3.16K 0.01%
295
-2,865
707
$3.14K 0.01%
356
-2,788
708
$3.13K 0.01%
382
-2,746
709
$3.11K 0.01%
+241
710
$3.1K 0.01%
309
-2,791
711
$3.09K 0.01%
253
-2,836
712
$3.08K 0.01%
1,767
-7,461
713
$3.06K 0.01%
838
-2,224
714
$3.06K 0.01%
+235
715
$3.05K 0.01%
327
-3,049
716
$3.05K 0.01%
+276
717
$3.04K 0.01%
+216
718
$3.03K 0.01%
608
-2,419
719
$3.01K 0.01%
243
-2,766
720
$3.01K 0.01%
343
-2,664
721
$3K 0.01%
237
-2,767
722
$3K 0.01%
497
-9,540
723
$3K 0.01%
560
-2,438
724
$3K 0.01%
226
-2,771
725
$2.98K 0.01%
290
-2,693
27 28
29
30 31