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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 | 27.643 |
Price to Book | 6.777 | 7.202 |
Price to Sales | 5.062 | 4.684 |
Price to Cash Flow | 18.202 | 18.984 |
Dividend Yield | 0.862 | 0.696 |
5 Years Earnings Growth | 15.121 | 16.244 |
Name | Net % | Category Average |
---|---|---|
Technology | 51.650 | 40.718 |
Communication Services | 15.840 | 11.986 |
Consumer Cyclical | 12.980 | 13.538 |
Consumer Defensive | 6.080 | 3.489 |
Healthcare | 6.050 | 11.475 |
Industrials | 3.350 | 7.030 |
Basic Materials | 1.500 | 1.715 |
Utilities | 1.390 | 1.170 |
Financial Services | 0.530 | 9.280 |
Energy | 0.440 | 1.452 |
Real Estate | 0.200 | 1.507 |
Number of long holdings: 104
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 8.97 | 257.54 | +0.89% | |
Microsoft | US5949181045 | 8.10 | 437.47 | +0.51% | |
NVIDIA | US67066G1040 | 7.54 | 141.09 | +1.01% | |
Broadcom | US11135F1012 | 5.23 | 238.75 | +2.75% | |
Meta Platforms | US30303M1027 | 5.04 | 604.51 | +0.78% | |
Amazon.com | US0231351067 | 4.94 | 228.19 | +1.39% | |
Tesla | US88160R1014 | 3.22 | 449.18 | +4.31% | |
Costco | US22160K1051 | 2.57 | 949.91 | 0.00% | |
Alphabet A | US02079K3059 | 2.46 | 195.38 | +0.39% | |
Alphabet C | US02079K1079 | 2.36 | 196.95 | +0.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.86B | 24.79 | 9.54 | 17.49 | ||
Shelton Core Value Direct | 827.69M | 20.98 | 10.22 | 9.14 | ||
Shelton S&P 500 Index Direct | 287.27M | 20.50 | 8.69 | 12.62 | ||
Shelton S&P Midcap Index Direct | 109.52M | 21.78 | 8.62 | 10.21 | ||
Shelton Capital Management SP Smald | 52.54M | 17.41 | 5.76 | 9.75 |
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