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Shelton Capital Management S&p 500 Index Fund Investor Shares (SPFIX)

US Funds

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75.64 -1.31 -1.70%

21/02 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Shelton Capital Management

Asset Class: Equity

Morningstar Rating:
Total Assets: 290M

General
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SPFIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Shelton S&P 500 Index Direct (SPFIX) fund. Our Shelton S&P 500 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	1.81	2.03	0.22
Stocks	98.19	98.19	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.54	20.34
Price to Book	4.35	3.96
Price to Sales	2.87	2.62
Price to Cash Flow	15.59	14.37
Dividend Yield	1.42	1.54
5 Years Earnings Growth	11.86	10.93

Sector Allocation

Name	Net %	Category Average
Technology	32.90	28.76
Financial Services	12.49	14.50
Healthcare	11.68	12.17
Consumer Cyclical	10.29	10.61
Communication Services	8.88	8.55
Industrials	7.63	9.57
Consumer Defensive	5.89	6.08
Energy	3.31	3.80
Utilities	2.68	2.74
Real Estate	2.26	2.25
Basic Materials	2.00	2.35

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	245.55	-0.11%
Microsoft	US5949181045	6.45	408.21	-1.90%
NVIDIA	US67066G1040	6.02	134.43	-4.05%
Amazon.com	US0231351067	3.51	216.58	-2.83%
Meta Platforms	US30303M1027	2.52	683.55	-1.62%
United States Treasury Bills 0%	-	1.99	-	-
Alphabet A	US02079K3059	1.96	179.66	-2.65%
Berkshire Hathaway B	US0846707026	1.70	478.74	-0.64%
Alphabet C	US02079K1079	1.62	181.58	-2.71%
Broadcom	US11135F1012	1.55	218.66	-3.56%

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.86B	2.21	13.37	18.30
Shelton Core Value Direct	887.22M	2.80	9.67	9.39
Shelton S&P Midcap Index Direct	106.68M	21.78	8.62	10.21
Shelton Capital Management SP Smald	50.78M	17.41	5.76	9.75
Shelton Capital Management Nasdaq 1	39.19M	24.98	8.85	17.25

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Gentlemen Stepping Sep 18, 2018 1:31PM ET

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it looks good any thoughts

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Gentlemen Stepping Sep 18, 2018 1:31PM ET

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it looks good any thoughts

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Shelton S&P 500 I.	75.64	-1.31	-1.70%