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

Sector Composition

1 Financials 8.93%
2 Consumer Discretionary 0.09%
3 Technology 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-24,479
177
-64,369