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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.770 | 0.880 | 0.110 |
Stocks | 99.240 | 99.240 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.074 | 27.774 |
Price to Book | 6.777 | 6.985 |
Price to Sales | 5.062 | 4.461 |
Price to Cash Flow | 18.202 | 18.812 |
Dividend Yield | 0.862 | 0.719 |
5 Years Earnings Growth | 15.121 | 15.779 |
Name | Net % | Category Average |
---|---|---|
Technology | 51.650 | 39.886 |
Communication Services | 15.840 | 11.578 |
Consumer Cyclical | 12.980 | 13.614 |
Consumer Defensive | 6.080 | 3.625 |
Healthcare | 6.050 | 12.274 |
Industrials | 3.350 | 7.087 |
Basic Materials | 1.500 | 1.755 |
Utilities | 1.390 | 1.186 |
Financial Services | 0.530 | 9.245 |
Energy | 0.440 | 1.588 |
Real Estate | 0.200 | 1.561 |
Number of long holdings: 104
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 8.97 | 234.29 | -0.33% | |
Microsoft | US5949181045 | 8.10 | 424.14 | -0.90% | |
NVIDIA | US67066G1040 | 7.54 | 132.16 | -3.48% | |
Broadcom | US11135F1012 | 5.23 | 157.77 | -4.23% | |
Meta Platforms | US30303M1027 | 5.04 | 565.02 | -1.49% | |
Amazon.com | US0231351067 | 4.94 | 205.35 | -1.21% | |
Tesla | US88160R1014 | 3.22 | 330.19 | -2.38% | |
Costco | US22160K1051 | 2.57 | 964.15 | -0.76% | |
Alphabet A | US02079K3059 | 2.46 | 168.75 | -0.22% | |
Alphabet C | US02079K1079 | 2.36 | 170.43 | -0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.85B | 18.55 | 8.38 | 17.41 | ||
Shelton Core Value Direct | 834.2M | 15.90 | 7.97 | 8.88 | ||
Shelton S&P 500 Index Direct | 297.11M | 20.50 | 8.69 | 12.62 | ||
Shelton S&P Midcap Index Direct | 119.83M | 13.02 | 6.92 | 9.97 | ||
Shelton Capital Management SP Smald | 57.77M | 8.88 | 3.70 | 9.68 |
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