SI
Shaker Investments Portfolio holdings
AUM
$244M
1-Year Return
31.62%
This Quarter Return
+20.96%
1 Year Return
+31.62%
3 Year Return
+134.92%
5 Year Return
+254.23%
10 Year Return
+1,115.38%
AUM
$244M
AUM Growth
+$36.8M
(+18%)
Cap. Flow
+$4.51M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
37.46%
Holding
118
New
24
Increased
29
Reduced
35
Closed
21
Top Buys
| 1 |
Micron Technology
MU
|
$3.39M |
| 2 |
NVIDIA
NVDA
|
$3.19M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$3.07M |
| 4 |
Microchip Technology
MCHP
|
$3.03M |
| 5 |
Progressive
PGR
|
$2.62M |
Top Sells
| 1 |
Amazon
AMZN
|
$3.96M |
| 2 |
Meta Platforms (Facebook)
META
|
$3.32M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$3.23M |
| 4 |
Kinsale Capital Group
KNSL
|
$2.37M |
| 5 |
Apple
AAPL
|
$1.99M |
Sector Composition
| 1 | Technology | 35.36% |
| 2 | Financials | 22.3% |
| 3 | Healthcare | 10.13% |
| 4 | Consumer Discretionary | 9.63% |
| 5 | Communication Services | 6.41% |
