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
801
$1.61K 0.01%
308
-1,307
802
$1.55K 0.01%
237
-1,310
803
$1.5K 0.01%
238
-1,263
804
$1.5K 0.01%
2,184
-6,816
805
$1.5K 0.01%
269
-1,231
806
$1.5K 0.01%
271
-1,227
807
$1.48K 0.01%
231
-1,244
808
$1.43K 0.01%
262
-1,171
809
$1.43K 0.01%
+201
810
$1.43K 0.01%
437
-992
811
$1.4K 0.01%
237
-1,159
812
$1.34K 0.01%
268
-1,068
813
$1.2K ﹤0.01%
217
-1,283
814
$1.19K ﹤0.01%
317
-874
815
$1.16K ﹤0.01%
+5,840
816
$1.14K ﹤0.01%
365
-776
817
$1.14K ﹤0.01%
696
-441
818
$1.08K ﹤0.01%
258
-820
819
$914 ﹤0.01%
414
-500
820
$823 ﹤0.01%
238
-585
821
$694 ﹤0.01%
+237
822
$628 ﹤0.01%
810
-1,074
823
$620 ﹤0.01%
269
-351
824
$349 ﹤0.01%
343
-6
825
$327 ﹤0.01%
223
-104
31 32
33
34 35