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

US Funds

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70.550 +0.270 +0.38%

01/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.11M

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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	20.561
Price to Book	4.345	3.993
Price to Sales	2.868	2.644
Price to Cash Flow	15.585	14.314
Dividend Yield	1.417	1.531
5 Years Earnings Growth	11.856	10.937

Sector Allocation

Name	Net %	Category Average
Technology	32.900	28.331
Financial Services	12.490	14.773
Healthcare	11.680	12.280
Consumer Cyclical	10.290	10.602
Communication Services	8.880	8.682
Industrials	7.630	9.551
Consumer Defensive	5.890	6.079
Energy	3.310	3.808
Utilities	2.680	2.704
Real Estate	2.260	2.273
Basic Materials	2.000	2.350

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	223.89	+0.31%
Microsoft	US5949181045	6.45	382.14	-0.01%
NVIDIA	US67066G1040	6.02	110.42	+0.25%
Amazon.com	US0231351067	3.51	196.01	+2.00%
Meta Platforms	US30303M1027	2.52	583.93	-0.35%
United States Treasury Bills 0%	-	1.99	-	-
Alphabet A	US02079K3059	1.96	157.04	-0.02%
Berkshire Hathaway B	US0846707026	1.70	537.72	+0.89%
Alphabet C	US02079K1079	1.62	158.86	-0.01%
Broadcom	US11135F1012	1.55	172.09	+2.12%

Top Equity Funds by Shelton Capital Management

Name	Total Assets	YTD%	3Y%	10Y%
Shelton Nasdaq-100 Index Direct	1.61B	-0.59	14.11	17.16
Shelton Core Value Direct	850.35M	1.52	10.04	8.71
Shelton S&P 500 Index Direct	266.7M	27.54	11.04	12.96
Shelton S&P Midcap Index Direct	99.43M	21.78	8.62	10.21
Shelton Capital Management SP Smald	47.03M	17.41	5.76	9.75

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