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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$944K 0.08%
3,875
+25
202
$935K 0.08%
26,797
-200
203
$929K 0.08%
11,612
204
$928K 0.08%
52,408
205
$920K 0.08%
20,733
+11,101
206
$916K 0.08%
22,091
-200
207
$915K 0.08%
21,708
208
$906K 0.08%
18,284
209
$903K 0.08%
24,450
210
$891K 0.08%
6,884
211
$885K 0.08%
11,977
+292
212
$877K 0.08%
8,250
213
$877K 0.08%
26,723
214
$875K 0.08%
113,000
+19,000
215
$873K 0.08%
32,737
216
$870K 0.08%
21,120
+2,315
217
$857K 0.08%
17,837
218
$854K 0.08%
10,773
219
$854K 0.08%
15,389
+1
220
$851K 0.08%
10,914
+4,803
221
$849K 0.07%
8,719
222
$848K 0.07%
9,136
223
$846K 0.07%
22,298
-2,700
224
$845K 0.07%
13,359
225
$844K 0.07%
21,254
7 8
9
10 11