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

US Funds

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78.840 0.000 0.00%

18/07 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.39M

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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	20.373
Price to Book	4.345	3.893
Price to Sales	2.868	2.594
Price to Cash Flow	15.585	13.707
Dividend Yield	1.417	1.566
5 Years Earnings Growth	11.856	10.663

Sector Allocation

Name	Net %	Category Average
Technology	32.900	28.228
Financial Services	12.490	14.991
Healthcare	11.680	12.110
Consumer Cyclical	10.290	10.353
Communication Services	8.880	8.574
Industrials	7.630	9.843
Consumer Defensive	5.890	6.301
Energy	3.310	3.742
Utilities	2.680	2.687
Real Estate	2.260	2.297
Basic Materials	2.000	2.376

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	211.18	+0.55%
Microsoft	US5949181045	6.45	510.05	-0.32%
NVIDIA	US67066G1040	6.02	172.41	-0.34%
Amazon.com	US0231351067	3.51	226.13	+1.01%
Meta Platforms	US30303M1027	2.52	704.28	+0.41%
United States Treasury Bills 0%	-	1.99	-	-
Alphabet A	US02079K3059	1.96	185.06	+0.81%
Berkshire Hathaway B	US0846707026	1.70	473.80	+0.08%
Alphabet C	US02079K1079	1.62	185.94	+0.67%
Broadcom	US11135F1012	1.55	283.34	-1.09%

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.88B	8.12	25.95	18.22
Shelton Core Value Direct	941.69M	4.19	14.53	9.07
Shelton S&P 500 Index Direct	290.51M	5.96	19.23	13.23
Shelton S&P Midcap Index Direct	105.18M	21.78	8.62	10.21
Shelton Capital Management SP Smald	49.17M	17.41	5.76	9.75

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