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

US Funds

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67.590 -3.430 -4.83%

03/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 2.13M

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
Stocks	98.190	98.190	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.540	20.556
Price to Book	4.345	3.992
Price to Sales	2.868	2.641
Price to Cash Flow	15.585	14.283
Dividend Yield	1.417	1.532
5 Years Earnings Growth	11.856	10.957

Sector Allocation

Name	Net %	Category Average
Technology	32.900	28.336
Financial Services	12.490	14.789
Healthcare	11.680	12.282
Consumer Cyclical	10.290	10.588
Communication Services	8.880	8.664
Industrials	7.630	9.548
Consumer Defensive	5.890	6.089
Energy	3.310	3.810
Utilities	2.680	2.709
Real Estate	2.260	2.272
Basic Materials	2.000	2.347

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	188.39	-7.28%
Microsoft	US5949181045	6.45	359.84	-3.56%
NVIDIA	US67066G1040	6.02	94.35	-7.32%
Amazon.com	US0231351067	3.51	171.00	-4.15%
Meta Platforms	US30303M1027	2.52	504.94	-5.02%
United States Treasury Bills 0%	-	1.99	-	-
Alphabet A	US02079K3059	1.96	145.51	-3.46%
Berkshire Hathaway B	US0846707026	1.70	493.54	-6.91%
Alphabet C	US02079K1079	1.62	147.64	-3.27%
Broadcom	US11135F1012	1.55	146.29	-5.01%

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.63B	-0.59	14.11	17.16
Shelton Core Value Direct	873.3M	1.52	10.04	8.71
Shelton S&P 500 Index Direct	269.57M	27.54	11.04	12.96
Shelton S&P Midcap Index Direct	101.78M	21.78	8.62	10.21
Shelton Capital Management SP Smald	47.91M	17.41	5.76	9.75

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