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
$276M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$5.35M
2 +$4.11M
3 +$3.94M
4
STEW
SRH Total Return Fund
STEW
+$3.74M
5
NPCT icon
Nuveen Core Plus Impact Fund
NPCT
+$3.31M

Sector Composition

1 Financials 7.75%
2 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WDI
176
Western Asset Diversified Income Fund
WDI
$744M
-42,886