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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.57 | 7.97 | 2.40 |
Shares | 94.43 | 95.40 | 0.97 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.14 | 16.00 |
Price to Book | 4.07 | 2.69 |
Price to Sales | 2.37 | 1.80 |
Price to Cash Flow | 13.92 | 10.64 |
Dividend Yield | 1.66 | 3.24 |
5 Years Earnings Growth | 10.58 | 9.44 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.79 | 19.24 |
Healthcare | 13.16 | 12.73 |
Financial Services | 12.88 | 17.03 |
Consumer Cyclical | 11.14 | 8.52 |
Industrials | 9.14 | 6.93 |
Communication Services | 9.08 | 6.89 |
Consumer Defensive | 6.21 | 8.63 |
Energy | 3.52 | 7.45 |
Utilities | 2.51 | 5.61 |
Basic Materials | 2.39 | 4.47 |
Real Estate | 2.17 | 2.74 |
Number of long holdings: 151
Number of short holdings: 118
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 7.94 | - | - | |
NVIDIA | US67066G1040 | 2.88 | 116.00 | -1.59% | |
Microsoft | US5949181045 | 2.37 | 435.27 | -0.78% | |
Alphabet A | US02079K3059 | 2.09 | 163.59 | +0.89% | |
Amazon.com | US0231351067 | 1.98 | 191.60 | +0.91% | |
Eli Lilly | US5324571083 | 1.94 | 921.49 | +0.70% | |
Meta Platforms | US30303M1027 | 1.77 | 561.35 | +0.40% | |
Apple | US0378331005 | 1.67 | 228.20 | -0.29% | |
AbbVie | US00287Y1091 | 1.64 | 193.47 | -0.08% | |
Arista Networks | US0404131064 | 1.62 | 384.46 | +1.36% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.76B | 16.65 | 8.40 | 17.44 | ||
Shelton S&P 500 Index Direct | 280.98M | 15.02 | 9.59 | 12.49 | ||
Shelton S&P Midcap Index Direct | 111.29M | 5.95 | 3.98 | 8.81 | ||
Shelton Capital Management SP Smald | 54.28M | -1.05 | -0.53 | 7.90 | ||
Shelton California Tax-Free Income | 38.3M | 1.24 | -0.56 | 1.35 |
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