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
$25.3M
AUM Growth
-$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
862
New
Increased
Reduced
Closed

Top Buys

1
+$96.2K
2
+$45.7K
3
+$45.2K
4
FOXA icon
Fox Class A
FOXA
+$32.6K
5
UAL icon
United Airlines
UAL
+$26.2K

Top Sells

1
+$98.8M
2
+$68.5M
3
+$63M
4
BEN icon
Franklin Resources
BEN
+$30.7M
5
WFC icon
Wells Fargo
WFC
+$29.3M

Sector Composition

1 Financials 21.93%
2 Technology 21.86%
3 Communication Services 9.19%
4 Consumer Discretionary 8.42%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2.71K 0.01%
372
-2,347
752
$2.71K 0.01%
+207
753
$2.7K 0.01%
348
-2,355
754
$2.67K 0.01%
+213
755
$2.65K 0.01%
2,104
-8,488
756
$2.62K 0.01%
+218
757
$2.62K 0.01%
376
-2,243
758
$2.62K 0.01%
268
-2,350
759
$2.62K 0.01%
383
-2,234
760
$2.59K 0.01%
+239
761
$2.58K 0.01%
289
-2,288
762
$2.55K 0.01%
214
-2,333
763
$2.54K 0.01%
+640
764
$2.52K 0.01%
454
-4,586
765
$2.52K 0.01%
285
-2,232
766
$2.52K 0.01%
665
-1,851
767
$2.5K 0.01%
594
-1,911
768
$2.48K 0.01%
745
-1,836
769
$2.47K 0.01%
505
-1,965
770
$2.42K 0.01%
259
-2,158
771
$2.4K 0.01%
407
-1,997
772
$2.4K 0.01%
+223
773
$2.39K 0.01%
247
-2,140
774
$2.37K 0.01%
+896
775
$2.36K 0.01%
345
-2,426
29 30
31
32 33