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
$1.67B
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
851
– –
-4,622
852
– –
-14,087
853
– –
-21,383
854
– –
-6,293
855
– –
-5,673
856
– –
-2,540
857
– –
-17,033
858
– –
-12,878
859
– –
-10,000
860
– –
-10,119
861
– –
-6,528
862
– –
-5,439
863
– –
-1,180
864
– –
-8,937
865
– –
-3,508
866
– –
-3,464
867
– –
-4,828
868
– –
-548
869
– –
-6,436
870
– –
-3,949
871
– –
-5,750
872
– –
-13,996
873
– –
-1,433
874
– –
-15,582
875
– –
-11,125
32 33 34
35
36