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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.00 | 1.09 | 0.09 |
Shares | 99.00 | 99.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.34 | 27.82 |
Price to Book | 6.85 | 7.08 |
Price to Sales | 5.44 | 4.64 |
Price to Cash Flow | 18.85 | 17.92 |
Dividend Yield | 0.83 | 0.72 |
5 Years Earnings Growth | 9.41 | 12.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 53.30 | 39.31 |
Communication Services | 16.05 | 12.88 |
Consumer Cyclical | 13.40 | 14.34 |
Consumer Defensive | 5.19 | 3.65 |
Healthcare | 4.83 | 10.62 |
Industrials | 3.45 | 7.07 |
Utilities | 1.40 | 1.20 |
Basic Materials | 1.29 | 1.66 |
Energy | 0.46 | 1.37 |
Financial Services | 0.42 | 9.94 |
Real Estate | 0.19 | 1.46 |
Number of long holdings: 105
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.07 | 167.01 | -2.55% | |
Microsoft | US5949181045 | 8.70 | 505.27 | -0.94% | |
Apple | US0378331005 | 7.21 | 214.39 | +0.90% | |
Amazon.com | US0231351067 | 5.48 | 227.52 | -0.78% | |
Broadcom | US11135F1012 | 5.05 | 278.60 | -3.33% | |
Meta Platforms | US30303M1027 | 3.77 | 704.81 | -1.14% | |
Netflix | US64110L1061 | 3.30 | 1,190.08 | -3.50% | |
Tesla | US88160R1014 | 2.72 | 332.11 | +1.10% | |
Costco | US22160K1051 | 2.54 | 941.65 | -0.62% | |
Alphabet A | US02079K3059 | 2.41 | 191.34 | +0.65% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Core Value Direct | 948.67M | 4.19 | 14.53 | 9.07 | ||
Shelton S&P 500 Index Direct | 292.03M | 5.96 | 19.23 | 13.23 | ||
Shelton S&P Midcap Index Direct | 106.2M | 21.78 | 8.62 | 10.21 | ||
Shelton Capital Management SP Smald | 49.33M | 17.41 | 5.76 | 9.75 | ||
Shelton Capital Management Nasdaq 1 | 40.49M | 24.98 | 8.85 | 17.25 |
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