SFS

Shaker Financial Services Portfolio holdings

AUM $315M
1-Year Est. Return 4.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$4.04M
3
+$2.4M
4
FFA
First Trust Enhanced Equity Income Fund
FFA
+$2.37M
5
GAB icon
Gabelli Equity Trust
GAB
+$2.29M

Top Sells

1
+$5.14M
2
+$4.57M
3
+$3.99M
4
ADX icon
Adams Diversified Equity Fund
ADX
+$3.25M
5
MCN
Madison Covered Call & Equity Strategy Fund
MCN
+$2.7M

Sector Composition

1 Financials 7.9%
2 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
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