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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.28 | 0.28 | 0.00 |
Bonds | 99.72 | 99.72 | 0.00 |
Number of long holdings: 37
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LOS RIOS CALIF CMNTY COLLEGE DIST 5% | - | 6.18 | - | - | |
SANTA MARIA CALIF JT UN HIGH SCH DIST 0% | - | 5.24 | - | - | |
SAN MATEO FOSTER CITY CALIF PUB FING AUTH WASTEWATER REV 4% | - | 4.97 | - | - | |
MILPITAS CALIF UNI SCH DIST 3% | - | 4.86 | - | - | |
CALIFORNIA HEALTH FACS FING AUTH REV 5% | - | 4.55 | - | - | |
FOOTHILL-DE ANZA CALIF CMNTY COLLEGE DIST 0% | - | 4.49 | - | - | |
CALIFORNIA EDL FACS AUTH REV 5% | - | 4.47 | - | - | |
ORANGE CNTY CALIF WTR DIST REV CTFS PARTN 3% | - | 4.20 | - | - | |
SAN JOSE CALIF FING AUTH WASTEWATER REV 5% | - | 4.12 | - | - | |
SAN DIEGO CALIF PUB FACS FING AUTH SWR REV 5% | - | 4.06 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.74B | 10.36 | 11.13 | 17.86 | ||
Shelton Core Value Direct | 708.25M | 7.13 | 6.64 | 8.64 | ||
Shelton S&P 500 Index Direct | 270.22M | 11.10 | 9.15 | 12.32 | ||
Shelton S&P Midcap Index Direct | 106.43M | 7.71 | 4.16 | 9.43 | ||
Shelton Capital Management SP Smald | 49.29M | -0.95 | 2.01 | 8.17 |
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