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
$909M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.51M
3
+$3.4M
4
BURL icon
Burlington
BURL
+$2.52M
5
AAL icon
American Airlines Group
AAL
+$1.85M

Top Sells

1
+$1.99M
2
+$1.93M
3
+$1.9M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.44M
5
ENDP
Endo International plc
ENDP
+$1.11M

Sector Composition

1 Technology 21.64%
2 Healthcare 15%
3 Financials 11.4%
4 Consumer Discretionary 8.61%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$204K 0.02%
1,035
-400
752
$203K 0.02%
5,094
-690
753
$202K 0.02%
+8,709
754
$202K 0.02%
+2,827
755
$201K 0.02%
+5,158
756
$201K 0.02%
693
757
$200K 0.02%
13,583
758
$200K 0.02%
14,532
+400
759
$197K 0.02%
12,146
760
$193K 0.02%
13,984
761
$190K 0.02%
10,066
762
$189K 0.02%
14,123
763
$185K 0.02%
23,000
+4,500
764
$184K 0.02%
13,108
-8,900
765
$180K 0.02%
67,000
766
$174K 0.02%
13,218
767
$165K 0.02%
10,400
768
$160K 0.02%
3,255
769
$156K 0.02%
5,216
770
$153K 0.02%
16,012
771
$151K 0.02%
10,118
772
$138K 0.01%
1,866
773
$135K 0.01%
+4,344
774
$132K 0.01%
3,913
775
$97K 0.01%
922
29 30
31
32 33