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Shelton Capital Management S&p Midcap Index Fund Class K (0P00003AGQ)

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20.810 -0.490 -2.30%

21/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 357.94K

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0P00003AGQ Holdings

Comprehensive information about top holdings and Key Holding Information for the Shelton Capital Management S&P Midcap Index Fund C (0P00003AGQ) fund. Our Shelton Capital Management S&P Midcap Index Fund C 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	0.780	0.990	0.210
Shares	99.220	99.220	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.857	17.508
Price to Book	2.286	2.466
Price to Sales	1.428	1.578
Price to Cash Flow	10.558	10.989
Dividend Yield	1.629	1.457
5 Years Earnings Growth	11.382	12.039

Sector Allocation

Name	Net %	Category Average
Industrials	21.430	18.711
Financial Services	15.820	16.775
Consumer Cyclical	14.890	13.096
Technology	11.270	15.830
Healthcare	9.790	10.179
Real Estate	8.310	7.114
Basic Materials	5.330	4.725
Energy	5.020	4.996
Consumer Defensive	4.320	4.362
Utilities	2.500	3.975
Communication Services	1.320	2.864

Region Allocation

Equities

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 389

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
United States Treasury Bills 0%	-	0.98	-	-
Carlisle	US1423391002	0.75	355.60	+2.34%
Illumina	US4523271090	0.73	74.35	+3.26%
EMCOR	US29084Q1004	0.71	373.20	+2.89%
Williams-Sonoma	US9699041011	0.70	141.91	+2.93%
Lennox	US5261071071	0.68	558.93	+3.31%
Avantor	US05352A1007	0.62	15.28	+2.11%
Manhattan Associates	US5627501092	0.61	162.25	+1.08%
Burlington Stores	US1220171060	0.59	215.78	-0.81%
Reliance Steel&Aluminum	US7595091023	0.58	280.04	+3.01%

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.51B	-8.19	9.61	16.49
Shelton Core Value Direct	810.58M	-3.32	7.25	8.36
Shelton S&P 500 Index Direct	249.26M	27.54	11.04	12.96
Shelton S&P Midcap Index Direct	92.82M	21.78	8.62	10.21
Shelton Capital Management SP Smald	43.08M	17.41	5.76	9.75

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