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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.71 | 5.71 | 0.00 |
Stocks | 94.28 | 95.69 | 1.41 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.13 | 15.58 |
Price to Book | 4.11 | 2.68 |
Price to Sales | 2.32 | 1.75 |
Price to Cash Flow | 14.27 | 10.39 |
Dividend Yield | 1.55 | 3.28 |
5 Years Earnings Growth | 11.23 | 9.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.60 | 18.86 |
Healthcare | 13.17 | 12.93 |
Financial Services | 12.70 | 16.21 |
Consumer Cyclical | 10.97 | 9.10 |
Industrials | 9.23 | 7.50 |
Communication Services | 9.10 | 7.53 |
Consumer Defensive | 6.21 | 8.52 |
Energy | 4.01 | 7.57 |
Utilities | 2.42 | 5.17 |
Real Estate | 2.32 | 3.13 |
Basic Materials | 2.27 | 4.93 |
Number of long holdings: 148
Number of short holdings: 187
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 5.62 | - | - | |
Meta Platforms Inc Class A | - | 2.71 | - | - | |
Amazon.com Inc | - | 2.18 | - | - | |
Microsoft Corp | - | 2.08 | - | - | |
Costco Wholesale Corp | - | 1.95 | - | - | |
NVIDIA Corp | - | 1.79 | - | - | |
Broadcom Inc | - | 1.77 | - | - | |
Eli Lilly and Co | - | 1.76 | - | - | |
Alphabet Inc Class A | - | 1.75 | - | - | |
Comcast Corp Class A | - | 1.69 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Nasdaq-100 Index Direct | 1.64B | 3.76 | 8.43 | 17.63 | ||
Shelton S&P 500 Index Direct | 260.73M | 5.92 | 7.67 | 12.04 | ||
Shelton S&P Midcap Index Direct | 108.74M | 3.11 | 2.72 | 9.14 | ||
Shelton Capital Management SP Smald | 51.02M | -0.95 | 2.01 | 8.17 | ||
Shelton California Tax-Free Income | 38.87M | -1.13 | -1.14 | 1.34 |
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