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
$1.51B
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
912
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.78M
3
+$3.58M
4
ALL icon
Allstate
ALL
+$3.55M
5
ATVI
Activision Blizzard
ATVI
+$3.2M

Top Sells

1
+$7.61M
2
+$6.17M
3
+$4.9M
4
TEL icon
TE Connectivity
TEL
+$4.43M
5
ZION icon
Zions Bancorporation
ZION
+$3.9M

Sector Composition

1 Technology 24.04%
2 Financials 16.81%
3 Communication Services 11.53%
4 Healthcare 11.15%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$212K 0.01%
+6,064
752
$211K 0.01%
3,706
753
$211K 0.01%
5,648
-2,440
754
$210K 0.01%
9,262
755
$210K 0.01%
3,642
756
$209K 0.01%
+8,804
757
$209K 0.01%
1,770
758
$209K 0.01%
4,322
759
$209K 0.01%
5,663
-1,015
760
$209K 0.01%
2,757
761
$208K 0.01%
863
762
$207K 0.01%
2,978
-309
763
$207K 0.01%
31,000
764
$207K 0.01%
1,035
765
$207K 0.01%
+4,529
766
$207K 0.01%
1,834
+17
767
$207K 0.01%
+4,202
768
$206K 0.01%
12,215
769
$205K 0.01%
3,781
-806
770
$205K 0.01%
+5,040
771
$205K 0.01%
+5,846
772
$205K 0.01%
3,474
773
$205K 0.01%
+19,230
774
$204K 0.01%
12,800
-1,600
775
$204K 0.01%
9,488
29 30
31
32 33