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
776
$2.34K 0.01%
413
-2,065
777
$2.25K 0.01%
370
-1,880
778
$2.18K 0.01%
286
-1,893
779
$2.15K 0.01%
426
-1,729
780
$2.13K 0.01%
349
-1,814
781
$2.09K 0.01%
1,842
-10,686
782
$2.04K 0.01%
348
-1,692
783
$2.02K 0.01%
425
-1,594
784
$2.01K 0.01%
662
-1,344
785
$2K 0.01%
575
-1,427
786
$2K 0.01%
314
-1,687
787
$1.98K 0.01%
359
-1,622
788
$1.93K 0.01%
230
-1,702
789
$1.93K 0.01%
276
-1,654
790
$1.92K 0.01%
222
-1,694
791
$1.9K 0.01%
486
-1,458
792
$1.84K 0.01%
+293
793
$1.81K 0.01%
292
-1,514
794
$1.78K 0.01%
+219
795
$1.77K 0.01%
482
-1,292
796
$1.74K 0.01%
+247
797
$1.74K 0.01%
+203
798
$1.72K 0.01%
313
-1,404
799
$1.7K 0.01%
+222
800
$1.7K 0.01%
269
-1,433
30 31
32
33 34