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
$265M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Sector Composition

1 Financials 10.94%
2 Consumer Discretionary 0.09%
3 Technology 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-30,069
177
-24,479