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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.90 | 1.15 | 0.25 |
Shares | 99.10 | 99.10 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.83 | 20.03 |
Price to Book | 4.09 | 3.86 |
Price to Sales | 2.72 | 2.55 |
Price to Cash Flow | 14.04 | 13.60 |
Dividend Yield | 1.52 | 1.58 |
5 Years Earnings Growth | 10.33 | 10.82 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.04 | 27.91 |
Financial Services | 14.22 | 14.97 |
Healthcare | 11.24 | 12.49 |
Consumer Cyclical | 10.31 | 10.32 |
Communication Services | 9.18 | 8.46 |
Industrials | 7.51 | 9.74 |
Consumer Defensive | 6.05 | 6.37 |
Energy | 3.63 | 3.81 |
Utilities | 2.73 | 2.71 |
Real Estate | 2.26 | 2.33 |
Basic Materials | 1.83 | 2.39 |
Number of long holdings: 506
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.99 | 201.00 | +2.25% | |
Microsoft | US5949181045 | 5.81 | 477.40 | -0.59% | |
NVIDIA | US67066G1040 | 5.54 | 143.85 | -1.12% | |
Amazon.com | US0231351067 | 3.71 | 209.69 | -1.33% | |
Meta Platforms | US30303M1027 | 2.62 | 682.35 | -1.93% | |
Berkshire Hathaway B | US0846707026 | 2.03 | 484.85 | -0.06% | |
Alphabet A | US02079K3059 | 1.88 | 166.64 | -3.85% | |
Broadcom | US11135F1012 | 1.63 | 249.99 | -0.51% | |
Alphabet C | US02079K1079 | 1.55 | 167.73 | -3.59% | |
Tesla | US88160R1014 | 1.51 | 322.16 | +0.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.78B | 1.70 | 19.60 | 17.21 | ||
Shelton Core Value Direct | 910.99M | 0.49 | 10.73 | 8.46 | ||
Shelton S&P Midcap Index Direct | 101.39M | 21.78 | 8.62 | 10.21 | ||
Shelton Capital Management SP Smald | 46.57M | 17.41 | 5.76 | 9.75 | ||
Shelton Capital Management Nasdaq 1 | 38.13M | 24.98 | 8.85 | 17.25 |
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