Shelton Equity Income Fund - SHELTON FUNDS
Shareclass
Shelton Equity Income Fund K Shares (EQTKX)
Type
Open-end mutual fund
Manager
Filing
Flagged investments
$161.01M
15% of assets
High Risk
$7.72M
0.74% of assets
Private prison operators
$0
0% of assets
Click to see the breakdown of flagged holdings.
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
11
holdings
$124.71M
invested
12%
of portfolio
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
11
holdings
$116.74M
invested
11%
of portfolio
All flagged holdings
17 holdings
17 holdings
- 1.Alphabet Inc
$38.13M3.65% - 2.Microsoft Corp$21.45M2.05%
- 3.Berkshire Hathaway Inc$16.9M1.62%
- 4.Walmart Inc$14.06M1.35%
- 5.Amazon.com Inc$12.38M1.19%
Higher risk
Private prison operator
Private prison operator
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Shelton Equity Income Fund - SHELTON FUNDS EQTKX
Environment
Social
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