SEPIShelton Equity Premium Income ETF
Seeks to achieve a high level of income and capital appreciation by investing primarily in income-producing U.S. equity securities.
Shelton Capital Management · Since 2025 (8 months)
Annual Cost
0.54%
#2642 out of 5,437 ETFs
Fund Size
$117M
#2708 out of 5,437 ETFs
Dividend Yield
—
Track Record
8 months
#4782 out of 5,437 ETFs
Performance
1 Year
N/A
3 Years
N/A
5 Years
N/A
What's inside
Asset class
Region
Strategy
active selection
Cap
multi cap
Factor
dividend
Asset allocation
Stocks
96.7%
Cash
3.4%
Sector breakdown
Technology
32.9%
Financial Services
12.5%
Communication
11.4%
Consumer Cyclical
10.9%
Industrials
9.0%
Healthcare
8.9%
Consumer Defensive
4.7%
Energy
3.8%
Other
6.0%
Top holdings
Caterpillar IncCAT6.5%
Alphabet Inc Class AGOOGL5.4%
Apple IncAAPL5.3%
Advanced Micro Devices IncAMD4.9%
NVIDIA CorpNVDA4.3%
Amazon.com IncAMZN4.0%
Microsoft CorpMSFT4.0%
The Goldman Sachs Group IncGS3.8%
Exxon Mobil CorpXOM3.7%
Broadcom IncAVGO3.7%
Risk profile
Volatility (1Y)
N/A
Max drawdown
-7.7%
Worst peak-to-trough loss
Sharpe (3Y)
N/A
Sortino (3Y)
N/A
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Data updated on 2026-05-15