The Shelton Equity Premium Income ETF (SEPI) is a dynamic investment vehicle that actively manages a portfolio focused on generating income and growth. Positioned within the Size and Style category, SEPI targets the Total Market through a broad-based approach, offering a unique blend of income and appreciation potential. The fund primarily invests in dividend-paying U.S. stocks, specifically selecting mid- to large-cap companies known for their robust financial health and reliable dividend yields. Complementing its equity holdings, SEPI employs a covered call strategy to enhance income, writing options on its stock positions to capture premium income. This dual-focus strategy seeks to deliver a high level of income while providing opportunities for capital appreciation, making SEPI an attractive choice for investors seeking a balanced approach to income and growth in the U.S. equities market.
Shelton Equity Premium Income ETF (SEPI) Fund Flow Chart
Shelton Equity Premium Income ETF (SEPI) 1 year Net Flows: $80M
For ETFs, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the ETF's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual ETF ticker.