
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.93 | 1.04 | 0.11 |
Stocks | 99.07 | 99.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.77 | 28.30 |
Price to Book | 7.00 | 7.39 |
Price to Sales | 5.26 | 4.83 |
Price to Cash Flow | 18.80 | 19.34 |
Dividend Yield | 0.83 | 0.68 |
5 Years Earnings Growth | 10.84 | 14.19 |
Name | Net % | Category Average |
---|---|---|
Technology | 52.73 | 40.75 |
Communication Services | 15.22 | 12.33 |
Consumer Cyclical | 14.32 | 14.47 |
Consumer Defensive | 5.48 | 3.35 |
Healthcare | 4.96 | 10.60 |
Industrials | 3.51 | 6.92 |
Basic Materials | 1.27 | 1.60 |
Utilities | 1.22 | 1.16 |
Energy | 0.56 | 1.35 |
Financial Services | 0.55 | 9.39 |
Real Estate | 0.18 | 1.39 |
Number of long holdings: 104
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 9.74 | 245.55 | -0.11% | |
NVIDIA | US67066G1040 | 8.46 | 134.43 | -4.05% | |
Microsoft | US5949181045 | 8.06 | 408.21 | -1.90% | |
Amazon.com | US0231351067 | 5.93 | 216.58 | -2.83% | |
Broadcom | US11135F1012 | 4.61 | 218.66 | -3.56% | |
Tesla | US88160R1014 | 3.77 | 337.80 | -4.68% | |
Meta Platforms | US30303M1027 | 3.28 | 683.55 | -1.62% | |
Alphabet A | US02079K3059 | 2.85 | 179.66 | -2.65% | |
Alphabet C | US02079K1079 | 2.71 | 181.58 | -2.71% | |
Costco | US22160K1051 | 2.57 | 1,035.03 | +0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Core Value Direct | 887.22M | 2.80 | 9.67 | 9.39 | ||
Shelton S&P 500 Index Direct | 290M | 27.54 | 11.04 | 12.96 | ||
Shelton S&P Midcap Index Direct | 106.68M | 21.78 | 8.62 | 10.21 | ||
Shelton Capital Management SP Smald | 50.78M | 17.41 | 5.76 | 9.75 | ||
Shelton Capital Management Nasdaq 1 | 39.19M | 24.98 | 8.85 | 17.25 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review