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
$1.67B
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$5.85M
3
+$5.76M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.35M
5
AKAM icon
Akamai
AKAM
+$5.22M

Top Sells

1
+$23.4M
2
+$9.24M
3
+$4.87M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.77M
5
ALL icon
Allstate
ALL
+$4.74M

Sector Composition

1 Technology 27.43%
2 Financials 14.77%
3 Communication Services 11.69%
4 Consumer Discretionary 11.33%
5 Healthcare 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$221K 0.01%
2,770
702
$220K 0.01%
3,845
703
$220K 0.01%
2,983
704
$220K 0.01%
8,055
-530
705
$219K 0.01%
2,736
-200
706
$219K 0.01%
+2,385
707
$219K 0.01%
+5,310
708
$218K 0.01%
+5,421
709
$218K 0.01%
+2,595
710
$216K 0.01%
2,715
-214
711
$216K 0.01%
+4,442
712
$215K 0.01%
5,820
713
$215K 0.01%
3,909
-271
714
$215K 0.01%
16,469
715
$215K 0.01%
+4,012
716
$215K 0.01%
16,085
-1,170
717
$215K 0.01%
2,343
-187
718
$214K 0.01%
7,881
719
$213K 0.01%
2,288
720
$213K 0.01%
2,391
721
$213K 0.01%
8,799
722
$212K 0.01%
2,812
-185
723
$212K 0.01%
+2,904
724
$211K 0.01%
6,496
725
$211K 0.01%
3,798
27 28
29
30 31