SHELTON CAPITAL Overview

Shelton Capital Management is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 18 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 82% of the manager's regulatory AUM.

SHELTON CAPITAL StockAlpha

-0.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SHELTON CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WFC 6.52% Financials 30.46% 0.45% 0 29%
CVX 5.23% Energy 13.02% 0.28% 0 27%
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FEATURED IN
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SHELTON CAPITAL Founders and Key Employees

Name Title In Position Since
Stephen C. Rogers President October-1994
Scott Ballinger Limited Partner - Trustee March-1989
Brooks Walker Limited Partner July-1985
Teresa E. Axelson Chief Compliance Officer November-2011

SHELTON CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

SHELTON CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Investment Companies Investment Objective/Strategy
CA Tax-Free Income Fund Seek high current tax-free income for California residents

U.S. Government Securities
Fund
Seek liquidity, safety from credit risk and as high a level of income as is consistent with these objectives

Short-Term Government Bond
Fund
Seek liquidity, safety from credit risk, preservation of investors principal and as high a level of income as is consistent with these objectives

The United States Treasury
Trust
Seek high current income exempt from state income taxes while maintaining a stable net asset value of $1 per share

S&P 500 Index Fund Attempt to replicate the total return of the U.S. stock market as measured by the S&P 500 Composite Stock Price Index

S&P MidCap Index Fund ...
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SHELTON CAPITAL Portfolio Concentration

SHELTON CAPITAL Location

1050 17TH STREET, SUITE 1710
DENVER, Colorado
UNITED STATES, 80265-2077

SHELTON CAPITAL Contact Information

Phone Number: 415-398-2727
Fax Number: 303-534-5627
Website:

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