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
$144M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$1.63M
3 +$820K
4
ABMD
Abiomed Inc
ABMD
+$620K
5
PLPC icon
Preformed Line Products
PLPC
+$368K

Top Sells

1 +$2.1M
2 +$1.03M
3 +$750K
4
OCLR
Oclaro Inc.
OCLR
+$647K
5
AX icon
Axos Financial
AX
+$613K

Sector Composition

1 Financials 25.19%
2 Technology 14.55%
3 Healthcare 14.47%
4 Consumer Discretionary 13.44%
5 Communication Services 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-69,250