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
$143M
AUM Growth
-$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.56M
2 +$2.18M
3 +$1.22M
4
CY
Cypress Semiconductor
CY
+$1.13M
5
PODD icon
Insulet
PODD
+$1.03M

Top Sells

1 +$1.88M
2 +$1.87M
3 +$1.44M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.44M
5
AX icon
Axos Financial
AX
+$1.17M

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
-7,850