SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$5.85M
3
+$5.76M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.35M
5
AKAM icon
Akamai
AKAM
+$5.22M

Top Sells

1
+$23.4M
2
+$9.24M
3
+$4.87M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.77M
5
ALL icon
Allstate
ALL
+$4.74M

Sector Composition

1 Technology 27.43%
2 Financials 14.77%
3 Communication Services 11.69%
4 Consumer Discretionary 11.33%
5 Healthcare 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$81K ﹤0.01%
11,197
802
$77K ﹤0.01%
2,074
803
$72K ﹤0.01%
31,639
804
$66K ﹤0.01%
19,091
-1,000
805
$65K ﹤0.01%
20,210
806
$62K ﹤0.01%
664
807
$62K ﹤0.01%
1,427
808
$60K ﹤0.01%
11,401
809
$57K ﹤0.01%
10,000
810
$56K ﹤0.01%
40,888
811
$56K ﹤0.01%
11,050
812
$55K ﹤0.01%
46,431
813
$47K ﹤0.01%
11,607
814
$41K ﹤0.01%
15,178
815
$40K ﹤0.01%
11,035
816
$37K ﹤0.01%
770
817
$32K ﹤0.01%
24,903
818
$28K ﹤0.01%
31,537
819
$25K ﹤0.01%
12,600
820
$22K ﹤0.01%
16,968
821
$9K ﹤0.01%
10,665
822
$4K ﹤0.01%
827
823
– –
-100,718
824
– –
-5,634
825
– –
-1,336
31 32
33
34 35