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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.81 | 2.03 | 0.22 |
Stocks | 98.19 | 98.19 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.54 | 19.91 |
Price to Book | 4.35 | 3.85 |
Price to Sales | 2.87 | 2.52 |
Price to Cash Flow | 15.59 | 14.05 |
Dividend Yield | 1.42 | 1.57 |
5 Years Earnings Growth | 11.86 | 11.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.90 | 27.68 |
Financial Services | 12.49 | 14.15 |
Healthcare | 11.68 | 13.32 |
Consumer Cyclical | 10.29 | 10.12 |
Communication Services | 8.88 | 8.18 |
Industrials | 7.63 | 9.82 |
Consumer Defensive | 5.89 | 6.36 |
Energy | 3.31 | 4.04 |
Utilities | 2.68 | 2.72 |
Real Estate | 2.26 | 2.41 |
Basic Materials | 2.00 | 2.60 |
Number of long holdings: 508
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.14 | 229.87 | +0.59% | |
Microsoft | US5949181045 | 6.45 | 417.00 | +1.00% | |
NVIDIA | US67066G1040 | 6.02 | 141.95 | -3.22% | |
Amazon.com | US0231351067 | 3.51 | 197.12 | -0.64% | |
Meta Platforms | US30303M1027 | 2.52 | 559.14 | -0.70% | |
United States Treasury Bills 0% | - | 1.99 | - | - | |
Alphabet A | US02079K3059 | 1.96 | 164.76 | -1.71% | |
Berkshire Hathaway B | US0846707026 | 1.70 | 476.57 | +0.96% | |
Alphabet C | US02079K1079 | 1.62 | 166.57 | -1.58% | |
Broadcom | US11135F1012 | 1.55 | 164.23 | +0.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.84B | 18.55 | 8.38 | 17.41 | ||
Shelton Core Value Direct | 827.32M | 15.90 | 7.97 | 8.88 | ||
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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