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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.91 | 1.03 | 0.12 |
Stocks | 99.08 | 99.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.28 | 28.39 |
Price to Book | 6.67 | 6.81 |
Price to Sales | 4.79 | 4.34 |
Price to Cash Flow | 18.19 | 18.54 |
Dividend Yield | 0.82 | 0.72 |
5 Years Earnings Growth | 14.88 | 15.40 |
Name | Net % | Category Average |
---|---|---|
Technology | 52.11 | 39.78 |
Communication Services | 15.60 | 11.43 |
Consumer Cyclical | 12.26 | 13.70 |
Healthcare | 6.16 | 12.44 |
Consumer Defensive | 5.94 | 3.63 |
Industrials | 4.25 | 7.06 |
Basic Materials | 1.42 | 1.79 |
Utilities | 1.16 | 1.04 |
Energy | 0.47 | 1.75 |
Financial Services | 0.41 | 9.15 |
Real Estate | 0.20 | 1.61 |
Number of long holdings: 106
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.56 | 432.11 | +0.69% | |
Apple | US0378331005 | 8.32 | 226.37 | -0.44% | |
NVIDIA | US67066G1040 | 7.83 | 123.51 | +2.18% | |
Amazon.com | US0231351067 | 5.18 | 192.53 | -0.74% | |
Broadcom | US11135F1012 | 4.95 | 175.52 | +0.39% | |
Meta Platforms | US30303M1027 | 4.53 | 568.31 | +0.88% | |
Alphabet A | US02079K3059 | 2.76 | 161.49 | -0.49% | |
Alphabet C | US02079K1079 | 2.65 | 162.99 | -0.40% | |
Costco | US22160K1051 | 2.51 | 908.42 | +0.76% | |
Tesla | US88160R1014 | 2.46 | 257.02 | +1.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Core Value Direct | 768.93M | 14.22 | 7.73 | 8.84 | ||
Shelton S&P 500 Index Direct | 282.42M | 15.02 | 9.59 | 12.49 | ||
Shelton S&P Midcap Index Direct | 111.92M | 5.95 | 3.98 | 8.81 | ||
Shelton Capital Management SP Smald | 54.27M | -1.05 | -0.53 | 7.90 | ||
Shelton California Tax-Free Income | 38.29M | 1.24 | -0.56 | 1.35 |
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