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
$250M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Sector Composition

1 Financials 4.38%
2 Technology 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-207,913