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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.91 | 1.04 | 0.13 |
Shares | 99.08 | 99.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.55 | 27.46 |
Price to Book | 6.16 | 7.02 |
Price to Sales | 4.70 | 4.61 |
Price to Cash Flow | 16.44 | 17.95 |
Dividend Yield | 0.98 | 0.72 |
5 Years Earnings Growth | 9.76 | 12.85 |
Name | Net % | Category Average |
---|---|---|
Technology | 50.79 | 39.23 |
Communication Services | 15.96 | 12.76 |
Consumer Cyclical | 13.24 | 14.29 |
Consumer Defensive | 6.20 | 3.66 |
Healthcare | 5.80 | 10.78 |
Industrials | 3.75 | 7.05 |
Basic Materials | 1.54 | 1.68 |
Utilities | 1.44 | 1.18 |
Energy | 0.62 | 1.39 |
Financial Services | 0.45 | 10.01 |
Real Estate | 0.22 | 1.47 |
Number of long holdings: 104
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 9.37 | 205.17 | +2.03% | |
Microsoft | US5949181045 | 7.79 | 497.41 | +0.30% | |
NVIDIA | US67066G1040 | 7.41 | 157.99 | +0.15% | |
Amazon.com | US0231351067 | 5.58 | 219.39 | -1.75% | |
Broadcom | US11135F1012 | 3.61 | 275.65 | +2.34% | |
Meta Platforms | US30303M1027 | 3.51 | 738.09 | +0.61% | |
Costco | US22160K1051 | 2.88 | 989.94 | +0.49% | |
Netflix | US64110L1061 | 2.74 | 1,339.13 | +1.21% | |
Tesla | US88160R1014 | 2.62 | 317.66 | -1.84% | |
Alphabet A | US02079K3059 | 2.52 | 176.23 | -1.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Core Value Direct | 936.37M | 0.49 | 10.73 | 8.46 | ||
Shelton S&P 500 Index Direct | 286.74M | 0.89 | 13.99 | 12.45 | ||
Shelton S&P Midcap Index Direct | 104.1M | 21.78 | 8.62 | 10.21 | ||
Shelton Capital Management SP Smald | 48.17M | 17.41 | 5.76 | 9.75 | ||
Shelton Capital Management Nasdaq 1 | 39.67M | 24.98 | 8.85 | 17.25 |
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