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Shelton Capital Management S&p Midcap Index Fund Investor Shares (SPMIX)

US Funds

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26.25 +0.24 +0.92%

25/07 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 107.54M

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SPMIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Shelton S&P Midcap Index Direct (SPMIX) fund. Our Shelton S&P Midcap Index Direct 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	0.78	0.99	0.21
Shares	99.22	99.22	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.86	17.50
Price to Book	2.29	2.44
Price to Sales	1.43	1.55
Price to Cash Flow	10.56	10.65
Dividend Yield	1.63	1.49
5 Years Earnings Growth	11.38	11.40

Sector Allocation

Name	Net %	Category Average
Industrials	21.43	19.00
Financial Services	15.82	16.71
Consumer Cyclical	14.89	12.83
Technology	11.27	15.97
Healthcare	9.79	9.97
Real Estate	8.31	7.07
Basic Materials	5.33	4.64
Energy	5.02	4.77
Consumer Defensive	4.32	4.65
Utilities	2.50	4.17
Communication Services	1.32	2.90

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	435.11	+1.30%
Illumina	US4523271090	0.73	109.30	+1.54%
EMCOR	US29084Q1004	0.71	635.06	+9.72%
Williams-Sonoma	US9699041011	0.70	181.71	+0.65%
Lennox	US5261071071	0.68	660.82	-0.56%
Avantor	US05352A1007	0.62	14.21	+1.43%
Manhattan Associates	US5627501092	0.61	217.75	-1.15%
Burlington Stores	US1220171060	0.59	279.41	+0.94%
Reliance Steel&Aluminum	US7595091023	0.58	306.14	+1.60%

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.9B	8.12	25.95	18.22
Shelton Core Value Direct	959M	4.19	14.53	9.07
Shelton S&P 500 Index Direct	294.99M	5.96	19.23	13.23
Shelton Capital Management SP Smald	49.42M	17.41	5.76	9.75
Shelton Capital Management Nasdaq 1	40.76M	24.98	8.85	17.25

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Recent Quotes

Name	Price	Chg.	Chg. %
Shelton S&P Midca.	26.25	+0.24	+0.92%
SEB Swedish Value.	567.250	-2.113	-0.37%
CSCO	33.71	+0.26	+0.78%
9684	10,305.0	-115.0	-1.10%
300351	16.37	-0.04	-0.24%
ASPS	11.500	-0.500	-4.17%
CCE	0.10	0.00	0.00%
Apollo Ausgewogen.	19.360	+0.080	+0.41%