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
776
$204K 0.01%
+5,194
777
$204K 0.01%
+4,493
778
$204K 0.01%
3,110
779
$203K 0.01%
1,369
780
$203K 0.01%
+4,267
781
$203K 0.01%
13,127
782
$202K 0.01%
4,946
783
$202K 0.01%
4,751
784
$201K 0.01%
11,862
-3,177
785
$201K 0.01%
8,414
786
$201K 0.01%
2,200
787
$200K 0.01%
7,120
788
$200K 0.01%
332
+128
789
$197K 0.01%
20,257
790
$191K 0.01%
12,500
791
$189K 0.01%
10,173
792
$189K 0.01%
+1,427
793
$189K 0.01%
+11,580
794
$188K 0.01%
18,012
795
$188K 0.01%
11,035
796
$188K 0.01%
16,531
797
$181K 0.01%
11,036
798
$180K 0.01%
+11,402
799
$178K 0.01%
19,180
800
$172K 0.01%
10,294
30 31
32
33 34