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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 | 19.98 |
Price to Book | 4.09 | 3.86 |
Price to Sales | 2.72 | 2.56 |
Price to Cash Flow | 14.04 | 13.66 |
Dividend Yield | 1.52 | 1.58 |
5 Years Earnings Growth | 10.33 | 10.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.04 | 27.78 |
Financial Services | 14.22 | 15.01 |
Healthcare | 11.24 | 12.64 |
Consumer Cyclical | 10.31 | 10.32 |
Communication Services | 9.18 | 8.44 |
Industrials | 7.51 | 9.62 |
Consumer Defensive | 6.05 | 6.33 |
Energy | 3.63 | 3.91 |
Utilities | 2.73 | 2.78 |
Real Estate | 2.26 | 2.32 |
Basic Materials | 1.83 | 2.38 |
Number of long holdings: 506
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.99 | 200.85 | +0.45% | |
Microsoft | US5949181045 | 5.81 | 460.36 | +0.37% | |
NVIDIA | US67066G1040 | 5.54 | 135.13 | -2.92% | |
Amazon.com | US0231351067 | 3.71 | 205.01 | -0.34% | |
Meta Platforms | US30303M1027 | 2.62 | 647.49 | +0.38% | |
Berkshire Hathaway B | US0846707026 | 2.03 | 503.96 | -0.44% | |
Alphabet A | US02079K3059 | 1.88 | 171.74 | -0.07% | |
Broadcom | US11135F1012 | 1.63 | 242.07 | +0.04% | |
Alphabet C | US02079K1079 | 1.55 | 172.85 | -0.06% | |
Tesla | US88160R1014 | 1.51 | 346.46 | -3.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.77B | -6.78 | 15.57 | 16.48 | ||
Shelton Core Value Direct | 894.79M | -3.56 | 9.42 | 8.14 | ||
Shelton S&P Midcap Index Direct | 100.69M | 21.78 | 8.62 | 10.21 | ||
Shelton Capital Management SP Smald | 46.26M | 17.41 | 5.76 | 9.75 | ||
Shelton Capital Management Nasdaq 1 | 37.81M | 24.98 | 8.85 | 17.25 |
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