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Shelton Equity Premium Income (SEPI) ETF Holdings & Analysis
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What SEPI does
Under typical market conditions, this fund is committed to dedicating at least 80% of its total capital, including any funds borrowed for investment purposes, to common equity holdings.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Advanced Micro Devices Inc | 6.41% | |
| Apple Inc | 6.20% | |
| Microsoft Corp | 4.85% | |
| Micron Technology Inc | 4.69% | |
| Caterpillar Inc | 4.43% | |
| NVIDIA Corp | 4.34% | |
| ExxonMobil Holdings Corp | 4.14% | |
| Alphabet Inc | 4.13% | |
| Amazon.com Inc | 3.50% | |
| Johnson & Johnson | 3.45% |
Geographic allocation
| United States | 101.67% |
PortView Portfolio Insights
PortView analyzes how SEPI fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze SEPI in PortView →Related securities
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Frequently asked questions
- What does SEPI track?
- SEPI is the Shelton Equity Premium Income ETF, a Other ETF.
- What is the expense ratio of SEPI?
- Expense ratio data for SEPI is shown on the page when available from our data provider.
- What are the largest holdings in SEPI?
- Top holdings include AMD, AAPL, MSFT, MU, CAT.
- How can PortView analyze SEPI overlap with other ETFs?
- PortView computes the holdings overlap between SEPI and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.