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
151
$34.6K 0.14%
133
-82,025
152
$34.5K 0.14%
1,230,320
+539,420
153
$34.2K 0.13%
791
-33,418
154
$34.1K 0.13%
682
-33,418
155
$33.9K 0.13%
33
-8,454
156
$33.9K 0.13%
4,736
-30,330
157
$33.8K 0.13%
2,638
-31,136
158
$33.3K 0.13%
3,404
-100,105
159
$33.2K 0.13%
2
-662
160
$32.6K 0.13%
+1,195
161
$32.5K 0.13%
733
-31,724
162
$31.8K 0.13%
153
-33,040
163
$31.8K 0.13%
3,228
-28,534
164
$31.6K 0.12%
87
-31,552
165
$31.5K 0.12%
47
-31,490
166
$31.4K 0.12%
1,658
-29,772
167
$31.4K 0.12%
1,666
-32,318
168
$31.3K 0.12%
869
-30,470
169
$31.3K 0.12%
1,793
-29,546
170
$31.2K 0.12%
521
-290,466
171
$31K 0.12%
214
-30,786
172
$30.2K 0.12%
1,439
-29,326
173
$30.1K 0.12%
298
-29,780
174
$29.8K 0.12%
2,454
-27,301
175
$29.6K 0.12%
3,341
-26,661
5 6
7
8 9