Shelton Equity Premium Income ETF SEPI

Morningstar Medalist Rating

Morningstar’s Analysis SEPI

Will SEPI outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Morningstar Automated Analysis

Summary

Shelton Equity Premium Income ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings SEPI

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.1714M
Technology

Microsoft Corp

5.8111M
Technology

NVIDIA Corp

4.9110M
Technology

Alphabet Inc Class A

3.978M
Communication Services

Advanced Micro Devices Inc

3.938M
Technology

ExxonMobil Holdings Corp

3.888M
Energy

Amazon.com Inc

3.888M
Consumer Cyclical

Berkshire Hathaway Inc Class B

3.808M
Financial Services

Johnson & Johnson

3.777M
Healthcare

Us Dollars

3.667M
Cash and Equivalents

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