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EQTIX

Shelton Equity Income Fund
1W: -2.5% 1M: -5.8% 3M: -6.2% YTD: -5.9% 1Y: +6.1% 3Y: +39.1% 5Y: +47.6%
$16.45
+0.03 (+0.18%)
 
Weekly Expected Move ±1.6%
$16 $16 $16 $17 $17
ETF NASDAQ · AUM $1.1B
ETF-Level Metrics
AUM$1.1B
Holdings132
Top 10 Wt33.3%
Beta0.74
% Profitable89%
Coverage93%
Portfolio Valuation
P/E142.7
P/B38.1
P/S26.4
EV/EBITDA20.0
P/FCF179.7
PEG5.26
Profitability & Returns
Gross Margin48.2%
Net Margin18.5%
ROE28.7%
ROA7.7%
ROIC22.8%
Div Yield1.35%
Leverage & Liquidity
Debt/Equity0.78
Debt/Assets0.21
Net Debt/EBITDA0.2x
Interest Cov5.7x
Current Ratio0.93
Quick Ratio0.87
Growth (YoY)
Revenue+10.7%
Net Income+21.4%
EPS+26.5%
FCF+25.4%
EBITDA+20.1%
Rev CAGR 3Y+10.8%
Quality Scores
Piotroski F6.8
Altman Z8.04
IS Quality73.5
IS Overall59.8
IS Value46.8
Median P/E24.7

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 53 29.2% 12.3
Financial Services 26 13.9% 18.3
Consumer Cyclical 23 10.3% 49.3
Healthcare 34 9.5% 28.6
Industrials 20 8.2% 31.1
Communication Services 11 7.3% 15.2
Other 27 6.8%
Consumer Defensive 20 5.4% 29.3
Energy 10 3.1% 22.9
Utilities 6 2.3% 32.8
Real Estate 8 2.0% 54.2
Basic Materials 8 1.9% 16.6

Smart Money Overlap

46 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 1.93% 4 Bullish 1 10 -2.2%
DIS The Walt Disney Company 1.84% 4 Bullish 29 3 +0.3%
C Citigroup Inc. 1.81% 4 Bullish 35 9 -0.1%
JNJ Johnson & Johnson 1.80% 4 Bullish 12 2 +0.4%
WMT Walmart Inc. 1.60% 4 Bullish 22 3 +1.2%
HD The Home Depot, Inc. 1.55% 4 Bullish 11 11 -3.3%
CSCO Cisco Systems, Inc. 1.48% 4 Bullish 5 6 +0.1%
META Meta Platforms, Inc. 1.45% 4 Bullish 42 14 -3.2%
NFLX Netflix, Inc. 1.42% 4 Bullish 71 13 +3.2%
SCHW The Charles Schwab Corporation 1.35% 4 Bullish 12 3 +1.5%
PANW Palo Alto Networks, Inc. 1.30% 4 Bullish 2 2 +11.0%
DE Deere & Company 1.26% 4 Bullish 10 3 +22.9%
T AT&T Inc. 1.15% 4 Bullish 28 5 -2.3%
IBM International Business Machines Corporation 1.02% 4 Bullish 10 8 +2.5%
LIN Linde plc 1.00% 4 Bullish 10 3 +4.3%
JPM JPMorgan Chase & Co. 0.82% 4 Bullish 14 9 +0.2%
CVS CVS Health Corporation 0.70% 4 Bullish 26 2 +2.3%
WM Waste Management, Inc. 0.66% 4 Bullish 25 4 -2.9%
COP ConocoPhillips 0.62% 4 Bullish 1 3 +22.3%
CARR Carrier Global Corporation 0.58% 4 Bullish 10 1 -3.8%
Showing 50 of 246 holdings · Page 1 of 5
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 United States Treasury Bills Bond 7.23% $71.4M 71,500,000
2 Apple Inc. AAPL.NE 3.09% $30.5M 131,300 32.0 $5.1T Technology
3 Alphabet Inc. GOOGL.SW 2.44% $24.1M 113,000 27.0 $2.9T Technology
4 NVIDIA Corp. NVDA 2.38% $23.5M 134,700 35.9 $4.3T Technology
5 Broadcom Inc AVGO 1.93% $19.1M 64,100 59.7 $1.5T Technology
6 Microsoft Corp. MSFT 1.88% $18.5M 36,600 23.3 $2.8T Technology
7 Walt Disney Company DIS 1.84% $18.1M 153,100 14.1 $171.4B Communication Services
8 Citigroup Inc. C 1.81% $17.8M 184,800 14.7 $201.6B Financial Services
9 Johnson & Johnson JNJ 1.80% $17.7M 100,100 22.0 $585.7B Healthcare
10 Arista Networks Inc ANET 1.77% $17.5M 127,900 45.4 $159.5B Technology
11 Berkshire Hathaway Inc. BRK-B 1.68% $16.5M 32,900 15.4 $1.0T Financial Services
12 Trane Technologies PLC TT 1.64% $16.2M 38,900 32.7 $94.7B Industrials
13 Walmart Inc WMT 1.60% $15.8M 162,800 45.8 $1.0T Consumer Defensive
14 Home Depot Inc. HD 1.55% $15.3M 37,700 22.6 $320.3B Consumer Cyclical
15 MasterCard Incorporated MA.BA 1.51% $14.9M 25,000 29.6 $631.0T Financial Services
16 Amazon.com, Inc. AMZN 1.48% $14.6M 63,800 28.9 $2.3T Consumer Cyclical
17 Cisco Systems, Inc. CSCO 1.48% $14.6M 210,900 28.2 $312.2B Technology
18 Travelers Companies, Inc. TRV 1.46% $14.4M 53,000 10.3 $65.6B Financial Services
19 Meta Platforms Inc META 1.45% $14.3M 19,400 24.0 $1.4T Communication Services
20 Netflix, Inc. NFLX 1.42% $14.0M 11,600 38.0 $418.1B Communication Services
21 CBRE Group Inc. CBRE 1.41% $13.9M 85,800 35.1 $40.7B Real Estate
22 The Charles Schwab Corporation SCHW 1.35% $13.4M 139,300 18.8 $166.6B Financial Services
23 Palo Alto Networks Inc PANW 1.30% $12.8M 67,400 88.5 $111.2B Technology
24 Caterpillar Inc CAT 1.29% $12.7M 30,300 37.7 $335.6B Industrials
25 Deere & Company DE 1.26% $12.4M 26,000 32.3 $155.5B Industrials
26 NXP Semiconductors NV NXPI 1.25% $12.3M 52,400 24.3 $49.2B Technology
27 Cadence Design Systems, Inc. CDNS 1.20% $11.8M 33,700 68.1 $76.0B Technology
28 AT&T Inc T 1.15% $11.4M 388,400 9.3 $198.2B Communication Services
29 Comcast Corporation CMCSA 1.15% $11.4M 334,400 5.1 $101.8B Communication Services
30 Constellation Energy Corp. CEG 1.03% $10.2M 33,100 36.8 $85.2B Utilities
31 International Business Machines Corp. IBM 1.02% $10.1M 41,400 21.9 $232.8B Technology
32 Linde PLC LIN 1.00% $9.9M 20,600 33.8 $232.9B Basic Materials
33 Intuitive Surgical Inc. ISRG 0.99% $9.7M 20,600 56.2 $160.5B Healthcare
34 Goldman Sachs Group, Inc. GS 0.98% $9.7M 13,000 15.7 $256.1B Financial Services
35 Salesforce Inc. CRM.NE 0.98% $9.7M 37,800 23.5 $230.2B Technology
36 Exxon Mobil Corp. XOM 0.94% $9.3M 81,100 24.1 $669.5B Energy
37 American Express Company AXP 0.94% $9.2M 27,900 19.0 $206.1B Financial Services
38 Autozone, Inc. AZO 0.94% $9.2M 2,200 23.2 $56.0B Consumer Cyclical
39 Ulta Beauty Inc ULTA 0.93% $9.2M 18,600 20.9 $23.8B Consumer Cyclical
40 Booking Holdings Inc BKNG 0.91% $9.0M 1,600 25.2 $135.2B Consumer Cyclical
41 Chevron Corp. CVX 0.90% $8.9M 55,400 32.2 $397.7B Energy
42 Vertex Pharmaceuticals Incorporated VRTX 0.85% $8.4M 21,400 28.2 $111.4B Healthcare
43 Costco Wholesale Corporation COST 0.84% $8.3M 8,800 52.7 $450.3B Consumer Defensive
44 Tesla Inc TSLA 0.83% $8.1M 24,400 307.1 $1.4T Consumer Cyclical
45 Monster Beverage Corp MNST 0.82% $8.1M 130,300 37.1 $70.8B Consumer Defensive
46 Intuit Inc INTU 0.82% $8.1M 12,100 27.2 $117.6B Technology
47 JPMorgan Chase & Co. JPM 0.82% $8.0M 26,700 14.4 $794.5B Financial Services
48 Paypal Holdings Inc. PYPL 0.81% $8.0M 113,300 8.1 $42.4B Financial Services
49 Synopsys Inc SNPS 0.78% $7.7M 12,800 57.6 $75.8B Technology
50 Bristol-Myers Squibb Company BMY 0.75% $7.4M 157,200 17.2 $121.4B Healthcare
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms