SFS

Shaker Financial Services Portfolio holdings

AUM $292M
1-Year Est. Return 2.46%
This Quarter Est. Return
1 Year Est. Return
+2.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$468K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Sector Composition

1 Financials 4.38%
2 Real Estate 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-31,324
152
-94,403