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

US Funds

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76.600 +0.010 +0.01%

14/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 2.3M

Type: Fund

Market: United States

Issuer: Shelton Capital Management

Asset Class: Equity

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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	20.342
Price to Book	4.345	3.966
Price to Sales	2.868	2.625
Price to Cash Flow	15.585	14.368
Dividend Yield	1.417	1.538
5 Years Earnings Growth	11.856	11.030

Sector Allocation

Name	Net %	Category Average
Technology	32.900	28.751
Financial Services	12.490	14.489
Healthcare	11.680	12.222
Consumer Cyclical	10.290	10.556
Communication Services	8.880	8.510
Industrials	7.630	9.601
Consumer Defensive	5.890	6.089
Energy	3.310	3.809
Utilities	2.680	2.753
Real Estate	2.260	2.261
Basic Materials	2.000	2.366

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	244.60	+1.27%
Microsoft	US5949181045	6.45	408.43	-0.51%
NVIDIA	US67066G1040	6.02	138.85	+2.63%
Amazon.com	US0231351067	3.51	228.68	-0.73%
Meta Platforms	US30303M1027	2.52	736.67	+1.11%
United States Treasury Bills 0%	-	1.99	-	-
Alphabet A	US02079K3059	1.96	185.23	-0.49%
Berkshire Hathaway B	US0846707026	1.70	479.59	-0.19%
Alphabet C	US02079K1079	1.62	186.87	-0.54%
Broadcom	US11135F1012	1.55	233.04	-1.17%

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.9B	2.21	13.37	18.30
Shelton Core Value Direct	893.49M	2.80	9.67	9.39
Shelton S&P 500 Index Direct	295.06M	27.54	11.04	12.96
Shelton S&P Midcap Index Direct	110.29M	21.78	8.62	10.21
Shelton Capital Management SP Smald	52.8M	17.41	5.76	9.75

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