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
201
$24.4K 0.1%
1,401
-22,393
202
$24.4K 0.1%
+875
203
$24.4K 0.1%
1,458
-22,924
204
$24.3K 0.1%
363
-23,983
205
$24.3K 0.1%
4,013
-20,431
206
$24.3K 0.1%
443
-23,897
207
$24.3K 0.1%
896
-23,442
208
$24.2K 0.1%
2,305
-21,221
209
$24.2K 0.1%
4,451
-19,744
210
$24.1K 0.1%
4,540
-14,155
211
$24K 0.09%
3,044
-21,133
212
$23.9K 0.09%
123
-23,815
213
$23.7K 0.09%
6,203
-17,525
214
$23.6K 0.09%
263
-23,364
215
$23.6K 0.09%
330
-23,260
216
$23.2K 0.09%
1,502
-16,598
217
$23.1K 0.09%
1,050
-22,040
218
$22.9K 0.09%
242
-22,610
219
$22.7K 0.09%
371
-22,298
220
$22.5K 0.09%
2,366
-20,463
221
$22.2K 0.09%
275
-22,434
222
$22K 0.09%
528
-21,472
223
$21.9K 0.09%
251
-21,641
224
$21.7K 0.09%
39
-4,296
225
$21.6K 0.09%
7,502
-14,267
7 8
9
10 11