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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.96 | 0.96 | 0.00 |
Stocks | 99.04 | 99.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.71 | 19.62 |
Price to Book | 4.11 | 3.68 |
Price to Sales | 2.65 | 2.35 |
Price to Cash Flow | 14.96 | 13.50 |
Dividend Yield | 1.44 | 1.62 |
5 Years Earnings Growth | 11.84 | 11.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.50 | 26.47 |
Financial Services | 12.70 | 14.23 |
Healthcare | 12.46 | 13.67 |
Consumer Cyclical | 10.52 | 10.20 |
Communication Services | 8.99 | 8.24 |
Industrials | 8.37 | 10.18 |
Consumer Defensive | 5.94 | 6.51 |
Energy | 3.96 | 4.49 |
Utilities | 2.22 | 2.51 |
Real Estate | 2.21 | 2.32 |
Basic Materials | 2.13 | 2.73 |
Number of long holdings: 507
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.01 | - | - | |
Apple Inc | - | 5.58 | - | - | |
NVIDIA Corp | - | 4.99 | - | - | |
Amazon.com Inc | - | 3.68 | - | - | |
Meta Platforms Inc Class A | - | 2.42 | - | - | |
Alphabet Inc Class A | - | 2.00 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.72 | - | - | |
Alphabet Inc Class C | - | 1.70 | - | - | |
Eli Lilly and Co | - | 1.39 | - | - | |
Broadcom Inc | - | 1.30 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.75B | 10.36 | 11.13 | 17.86 | ||
Shelton Core Value Direct | 716.04M | 7.13 | 6.64 | 8.64 | ||
Shelton S&P Midcap Index Direct | 107.67M | 7.71 | 4.16 | 9.43 | ||
Shelton Capital Management SP Smald | 49.69M | -0.95 | 2.01 | 8.17 | ||
Shelton California Tax-Free Income | 39.28M | -1.59 | -1.35 | 1.19 |
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