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Shelton Capital Management S&p 500 Index Fund Class K (SPXKX)

US Funds

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75.690 +0.410 +0.54%

10/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.26M

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SPXKX Holdings

Comprehensive information about top holdings and Key Holding Information for the Shelton Capital Management S P 500 Index Fund Clas (SPXKX) fund. Our Shelton Capital Management S P 500 Index Fund Clas portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.810	2.030	0.220
Shares	98.190	98.190	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.540	19.981
Price to Book	4.345	3.859
Price to Sales	2.868	2.554
Price to Cash Flow	15.585	13.629
Dividend Yield	1.417	1.580
5 Years Earnings Growth	11.856	10.898

Sector Allocation

Name	Net %	Category Average
Technology	32.900	27.797
Financial Services	12.490	15.004
Healthcare	11.680	12.610
Consumer Cyclical	10.290	10.318
Communication Services	8.880	8.442
Industrials	7.630	9.625
Consumer Defensive	5.890	6.347
Energy	3.310	3.888
Utilities	2.680	2.778
Real Estate	2.260	2.330
Basic Materials	2.000	2.382

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 508

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	7.14	198.78	-1.92%
Microsoft	US5949181045	6.45	472.62	+0.36%
NVIDIA	US67066G1040	6.02	142.83	-0.78%
Amazon.com	US0231351067	3.51	213.20	-2.03%
Meta Platforms	US30303M1027	2.52	694.14	-1.18%
United States Treasury Bills 0%	-	1.99	-	-
Alphabet A	US02079K3059	1.96	177.35	-0.70%
Berkshire Hathaway B	US0846707026	1.70	488.24	-0.59%
Alphabet C	US02079K1079	1.62	178.79	-0.68%
Broadcom	US11135F1012	1.55	252.91	+3.38%

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.8B	-6.78	15.57	16.48
Shelton Core Value Direct	909.8M	-3.56	9.42	8.14
Shelton S&P 500 Index Direct	279.88M	-5.05	11.75	11.92
Shelton S&P Midcap Index Direct	102.6M	21.78	8.62	10.21
Shelton Capital Management SP Smald	47.7M	17.41	5.76	9.75

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