SI

Shaker Investments Portfolio holdings

AUM $240M
1-Year Est. Return 33.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.55M
2 +$2.08M
3 +$1.26M
4
NPTN
NEOPHOTONICS CORP
NPTN
+$1.02M
5
PODD icon
Insulet
PODD
+$978K

Sector Composition

1 Financials 28.81%
2 Consumer Discretionary 18.86%
3 Healthcare 16.17%
4 Technology 11.34%
5 Industrials 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-55,800