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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.44 | 7.05 | 2.61 |
Stocks | 95.56 | 96.72 | 1.16 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.02 | 15.70 |
Price to Book | 4.04 | 2.70 |
Price to Sales | 2.49 | 1.75 |
Price to Cash Flow | 14.42 | 10.64 |
Dividend Yield | 1.62 | 3.18 |
5 Years Earnings Growth | 12.94 | 9.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.28 | 19.26 |
Financial Services | 13.16 | 16.95 |
Healthcare | 12.48 | 12.35 |
Consumer Cyclical | 10.53 | 8.54 |
Communication Services | 9.60 | 7.00 |
Industrials | 9.09 | 6.94 |
Consumer Defensive | 6.30 | 8.84 |
Energy | 3.47 | 7.22 |
Utilities | 2.83 | 5.73 |
Real Estate | 2.81 | 2.94 |
Basic Materials | 2.44 | 4.46 |
Number of long holdings: 144
Number of short holdings: 145
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 6.88 | - | - | |
NVIDIA | US67066G1040 | 3.04 | 141.95 | -3.22% | |
Apple | US0378331005 | 2.60 | 229.87 | +0.59% | |
Alphabet A | US02079K3059 | 1.98 | 164.76 | -1.71% | |
Meta Platforms | US30303M1027 | 1.92 | 559.14 | -0.70% | |
Amazon.com | US0231351067 | 1.83 | 197.12 | -0.64% | |
Netflix | US64110L1061 | 1.79 | 897.79 | +0.03% | |
Microsoft | US5949181045 | 1.78 | 417.00 | +1.00% | |
Broadcom | US11135F1012 | 1.68 | 164.23 | +0.18% | |
IBM | US4592001014 | 1.62 | 222.97 | +0.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.84B | 18.55 | 8.38 | 17.41 | ||
Shelton S&P 500 Index Direct | 294.48M | 20.50 | 8.69 | 12.62 | ||
Shelton S&P Midcap Index Direct | 118.7M | 13.02 | 6.92 | 9.97 | ||
Shelton Capital Management SP Smald | 57.26M | 8.88 | 3.70 | 9.68 | ||
Shelton California Tax-Free Income | 36.46M | 1.88 | -0.13 | 1.40 |
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