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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.77 | 0.88 | 0.11 |
Stocks | 99.24 | 99.24 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.07 | 27.77 |
Price to Book | 6.78 | 6.98 |
Price to Sales | 5.06 | 4.46 |
Price to Cash Flow | 18.20 | 18.81 |
Dividend Yield | 0.86 | 0.72 |
5 Years Earnings Growth | 15.12 | 15.78 |
Name | Net % | Category Average |
---|---|---|
Technology | 51.65 | 39.89 |
Communication Services | 15.84 | 11.58 |
Consumer Cyclical | 12.98 | 13.61 |
Consumer Defensive | 6.08 | 3.62 |
Healthcare | 6.05 | 12.27 |
Industrials | 3.35 | 7.09 |
Basic Materials | 1.50 | 1.75 |
Utilities | 1.39 | 1.19 |
Financial Services | 0.53 | 9.24 |
Energy | 0.44 | 1.59 |
Real Estate | 0.20 | 1.56 |
Number of long holdings: 104
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 8.97 | 229.87 | +0.59% | |
Microsoft | US5949181045 | 8.10 | 417.00 | +1.00% | |
NVIDIA | US67066G1040 | 7.54 | 141.95 | -3.22% | |
Broadcom | US11135F1012 | 5.23 | 164.23 | +0.18% | |
Meta Platforms | US30303M1027 | 5.04 | 559.14 | -0.70% | |
Amazon.com | US0231351067 | 4.94 | 197.12 | -0.64% | |
Tesla | US88160R1014 | 3.22 | 352.56 | +3.80% | |
Costco | US22160K1051 | 2.57 | 964.01 | +0.87% | |
Alphabet A | US02079K3059 | 2.46 | 164.76 | -1.71% | |
Alphabet C | US02079K1079 | 2.36 | 166.57 | -1.58% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Core Value Direct | 827.32M | 15.90 | 7.97 | 8.88 | ||
Shelton S&P 500 Index Direct | 294.48M | 20.50 | 8.69 | 12.62 | ||
Shelton S&P Midcap Index Direct | 118.7M | 13.02 | 6.92 | 9.97 | ||
Shelton Capital Management SP Smald | 57.26M | 8.88 | 3.70 | 9.68 | ||
Shelton California Tax-Free Income | 36.46M | 1.88 | -0.13 | 1.40 |
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