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
$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 20.05%
2 Healthcare 14.93%
3 Financials 13.66%
4 Communication Services 9.81%
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
– –
-6,000
738
– –
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739
– –
-16,130
740
– –
-6,898
741
– –
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742
– –
-42,350
743
– –
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744
– –
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745
– –
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746
– –
-21,671
747
– –
-16,000
748
– –
-7,165
749
– –
-4,935
750
– –
-14,823
27 28 29
30
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