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Shelton Capital Management Portfolio holdings

AUM $4.57B
1-Year Est. Return 32.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.26%
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
+$4.32M
2
+$3.99M
3
+$3.78M
4
ALL icon
Allstate
ALL
+$3.63M
5
ATVI
Activision Blizzard
ATVI
+$3.35M

Top Sells

1
+$7.81M
2
+$7.24M
3
+$4.73M
4
TEL icon
TE Connectivity
TEL
+$4.49M
5
ZION icon
Zions Bancorporation
ZION
+$3.98M

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
901
– –
-6,063
902
– –
-1,800
903
– –
-4,813
904
– –
-8,609
905
– –
-5,208
906
– –
-78,575
907
– –
-3,920
908
– –
-2,269
909
– –
-9,823
910
– –
-6,807
911
– –
0
912
– –
-15,068
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