
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.810 | 2.030 | 0.220 |
Shares | 98.190 | 98.190 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.540 | 20.923 |
Price to Book | 4.345 | 3.989 |
Price to Sales | 2.868 | 2.674 |
Price to Cash Flow | 15.585 | 14.024 |
Dividend Yield | 1.417 | 1.535 |
5 Years Earnings Growth | 11.856 | 10.544 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.900 | 29.028 |
Financial Services | 12.490 | 14.905 |
Healthcare | 11.680 | 11.647 |
Consumer Cyclical | 10.290 | 10.291 |
Communication Services | 8.880 | 8.738 |
Industrials | 7.630 | 9.859 |
Consumer Defensive | 5.890 | 6.120 |
Energy | 3.310 | 3.662 |
Utilities | 2.680 | 2.622 |
Real Estate | 2.260 | 2.233 |
Basic Materials | 2.000 | 2.366 |
Number of long holdings: 508
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.14 | 227.18 | -0.95% | |
Microsoft | US5949181045 | 6.45 | 521.77 | -0.05% | |
NVIDIA | US67066G1040 | 6.02 | 182.06 | -0.35% | |
Amazon.com | US0231351067 | 3.51 | 221.30 | -0.62% | |
Meta Platforms | US30303M1027 | 2.52 | 765.87 | -0.45% | |
United States Treasury Bills 0% | - | 1.99 | - | - | |
Alphabet A | US02079K3059 | 1.96 | 201.00 | -0.21% | |
Berkshire Hathaway B | US0846707026 | 1.70 | 464.73 | -0.14% | |
Alphabet C | US02079K1079 | 1.62 | 201.63 | -0.23% | |
Broadcom | US11135F1012 | 1.55 | 303.90 | -0.35% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.91B | 10.66 | 22.02 | 18.00 | ||
Shelton Core Value Direct | 966.64M | 4.49 | 12.48 | 9.04 | ||
Shelton S&P 500 Index Direct | 295.63M | 8.28 | 16.63 | 13.25 | ||
Shelton S&P Midcap Index Direct | 104M | 21.78 | 8.62 | 10.21 | ||
Shelton Capital Management SP Smald | 48.48M | 17.41 | 5.76 | 9.75 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review