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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.45 | 1.45 | 0.00 |
Shares | 98.55 | 98.55 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.98 | 27.71 |
Price to Book | 6.18 | 6.57 |
Price to Sales | 4.50 | 4.15 |
Price to Cash Flow | 18.28 | 18.12 |
Dividend Yield | 0.83 | 0.72 |
5 Years Earnings Growth | 13.32 | 14.83 |
Name | Net % | Category Average |
---|---|---|
Technology | 50.05 | 38.57 |
Communication Services | 15.58 | 11.34 |
Consumer Cyclical | 12.63 | 14.05 |
Healthcare | 6.43 | 12.76 |
Consumer Defensive | 6.29 | 3.77 |
Industrials | 4.85 | 7.32 |
Basic Materials | 1.62 | 1.90 |
Utilities | 1.24 | 1.02 |
Financial Services | 0.52 | 9.24 |
Energy | 0.50 | 1.87 |
Real Estate | 0.29 | 1.64 |
Number of long holdings: 104
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 8.62 | - | - | |
Apple Inc | - | 7.30 | - | - | |
NVIDIA Corp | - | 6.23 | - | - | |
Amazon.com Inc | - | 5.16 | - | - | |
Meta Platforms Inc Class A | - | 4.68 | - | - | |
Broadcom Inc | - | 4.37 | - | - | |
Alphabet Inc Class A | - | 2.45 | - | - | |
Alphabet Inc Class C | - | 2.38 | - | - | |
Tesla | US88160R1014 | 2.34 | 196.78 | +0.21% | |
Costco Wholesale Corp | - | 2.31 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Core Value Direct | 717.17M | 7.13 | 6.64 | 8.64 | ||
Shelton S&P 500 Index Direct | 271.01M | 11.10 | 9.15 | 12.32 | ||
Shelton S&P Midcap Index Direct | 106.1M | 7.71 | 4.16 | 9.43 | ||
Shelton Capital Management SP Smald | 48.81M | -0.95 | 2.01 | 8.17 | ||
Shelton California Tax-Free Income | 39.28M | -1.59 | -1.35 | 1.19 |
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