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
$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
76
$69.8K 0.28%
9,195
-60,555
77
$69.2K 0.27%
5,825
-14,443
78
$69.2K 0.27%
13,139
-56,387
79
$69.1K 0.27%
951
-68,127
80
$69K 0.27%
884
-68,116
81
$66.4K 0.26%
1
-331
82
$66.3K 0.26%
537
-65,726
83
$66K 0.26%
309
-65,656
84
$65.9K 0.26%
4,126
-61,992
85
$65K 0.26%
22
-6,478
86
$64.4K 0.25%
993
-63,366
87
$64K 0.25%
1,641
-62,359
88
$62.4K 0.25%
1,300
-70,869
89
$62.2K 0.25%
3,154
-61,099
90
$61.5K 0.24%
441,640
-1,962,000
91
$61.4K 0.24%
2,541
-202,054
92
$60.2K 0.24%
5,252
-31,059
93
$59.9K 0.24%
6,652
-39,637
94
$59.4K 0.23%
2,151
-57,265
95
$57.8K 0.23%
1,329
-56,461
96
$56.6K 0.22%
4,538
-46,147
97
$56.4K 0.22%
3,456
-59,752
98
$56.3K 0.22%
8,790
-38,657
99
$56.2K 0.22%
20
-5,597
100
$54.5K 0.21%
2,552
-56,105
2 3
4
5 6