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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.06 | 0.27 | 0.21 |
Shares | 99.94 | 99.94 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.22 | 21.04 |
Price to Book | 4.44 | 4.01 |
Price to Sales | 2.98 | 2.69 |
Price to Cash Flow | 15.17 | 14.10 |
Dividend Yield | 1.41 | 1.53 |
5 Years Earnings Growth | 9.44 | 10.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.32 | 29.21 |
Financial Services | 13.59 | 14.86 |
Consumer Cyclical | 10.48 | 10.30 |
Communication Services | 9.79 | 8.77 |
Healthcare | 9.37 | 11.53 |
Industrials | 7.82 | 9.87 |
Consumer Defensive | 5.49 | 6.06 |
Energy | 3.00 | 3.66 |
Utilities | 2.40 | 2.61 |
Real Estate | 2.05 | 2.22 |
Basic Materials | 1.69 | 2.36 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.34 | 177.99 | +1.72% | |
Microsoft | US5949181045 | 7.01 | 507.23 | +0.59% | |
Apple | US0378331005 | 5.84 | 227.76 | +1.27% | |
Amazon.com | US0231351067 | 3.92 | 228.84 | +3.10% | |
Meta Platforms | US30303M1027 | 3.06 | 754.79 | +2.12% | |
Broadcom | US11135F1012 | 2.45 | 294.00 | +1.52% | |
Alphabet A | US02079K3059 | 1.95 | 206.09 | +3.17% | |
Berkshire Hathaway B | US0846707026 | 1.69 | 489.00 | +0.08% | |
Tesla | US88160R1014 | 1.69 | 340.01 | +6.22% | |
Alphabet C | US02079K1079 | 1.59 | 206.72 | +3.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.9B | 10.66 | 22.02 | 18.00 | ||
Shelton Core Value Direct | 988.37M | 4.49 | 12.48 | 9.04 | ||
Shelton S&P Midcap Index Direct | 107.92M | 21.78 | 8.62 | 10.21 | ||
Shelton Capital Management SP Smald | 51.44M | 17.41 | 5.76 | 9.75 | ||
Shelton Capital Management Nasdaq 1 | 41.21M | 24.98 | 8.85 | 17.25 |
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