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
176
$28.9K 0.11%
2,559
-27,598
177
$28.5K 0.11%
884
-25,916
178
$28.5K 0.11%
1,380
-27,122
179
$28.3K 0.11%
2,252
-26,072
180
$28.1K 0.11%
369
-27,759
181
$27.2K 0.11%
1,727
-34,199
182
$27.1K 0.11%
1,883
-45,545
183
$27K 0.11%
6,952
-101,144
184
$26.8K 0.11%
364
-26,436
185
$26.8K 0.11%
1,700
-25,075
186
$26.7K 0.11%
1,111
-25,586
187
$26.5K 0.1%
376
-52,124
188
$26.3K 0.1%
4,182
-22,189
189
$26.2K 0.1%
+2,091
190
$26.1K 0.1%
399
-25,671
191
$25.7K 0.1%
477
-25,268
192
$25.5K 0.1%
1,353
-23,332
193
$25.4K 0.1%
61
-6,279
194
$25.2K 0.1%
523
-24,670
195
$25.2K 0.1%
4,178
-46,176
196
$25.1K 0.1%
590,160
+85,180
197
$25K 0.1%
218
-24,782
198
$24.9K 0.1%
71
-24,832
199
$24.8K 0.1%
+1,718
200
$24.5K 0.1%
577,760
+80,920
6 7
8
9 10