SHELTON FUNDS's S&P SmallCap Index Fund (SMCIX) has disclosed 566 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2025-02-28. The current portfolio value is calculated to be $50.00 Mil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 4%.
S&P SmallCap Index Fund (SMCIX)'s
Total Assets is $51.76 Mil , Total Liabilities is $58,320.00 , Net Assets is $51.70 Mil.
In S&P SmallCap Index Fund (SMCIX)'s current portfolio as of 2025-02-28, the top 5 holdings are
Alaska Air Group Inc (ALK), Hims & Hers Health Inc (HIMS), Bath & Body Works Inc (BBWI), VF Corp (VFC) and Brinker International Inc (EAT),
not including call and put options.
S&P SmallCap Index Fund (SMCIX) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for S&P SmallCap Index Fund (SMCIX), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for S&P SmallCap Index Fund (SMCIX), which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for S&P SmallCap Index Fund.