SI

Shaker Investments Portfolio holdings

AUM $250M
1-Year Est. Return 36.06%
This Quarter Est. Return
1 Year Est. Return
+36.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.72M
3
+$3.29M
4
UAL icon
United Airlines
UAL
+$3.27M
5
DHI icon
D.R. Horton
DHI
+$1.52M

Top Sells

1
+$1.87M
2
+$1.79M
3
+$1.75M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.69M
5
DINO icon
HF Sinclair
DINO
+$1.32M

Sector Composition

1 Financials 30.46%
2 Consumer Discretionary 23.38%
3 Technology 13.22%
4 Industrials 8.51%
5 Energy 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$215K 0.13%
+30,000
52
$76K 0.05%
+15,200
53
– –
-62,100
54
– –
-5,815
55
– –
-25,000
56
– –
-27,575
57
– –
-9,682
58
– –
-26,450
1 2
3