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
$1B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.5M
3
+$4.56M
4
AAPL icon
Apple
AAPL
+$2.98M
5
UPS icon
United Parcel Service
UPS
+$2.9M

Top Sells

1
+$10.9M
2
+$5.4M
3
+$3.97M
4
HPQ icon
HP
HPQ
+$1.8M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$1.59M

Sector Composition

1 Technology 20.06%
2 Healthcare 14.93%
3 Financials 13.66%
4 Communication Services 9.78%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$112K 0.01%
15,840
727
$112K 0.01%
19,483
728
$110K 0.01%
18,087
729
$110K 0.01%
3,913
730
$100K 0.01%
1,423
731
$75K 0.01%
3,235
732
$74K 0.01%
82
+2
733
$60K 0.01%
3,331
734
$30K ﹤0.01%
150,000
+60,000
735
$24K ﹤0.01%
10,905
736
$6K ﹤0.01%
774
737
– –
-1,031
738
– –
-6,412
739
– –
-21,414
740
– –
-11,036
741
– –
-4,618
742
– –
-26,000
743
– –
-10,118
744
– –
-8,111
745
– –
-564
746
– –
-17,830
747
– –
-6,245
748
– –
-6,571
749
– –
-6,000
750
– –
-11,792
27 28 29
30
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