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
$162M
AUM Growth
+$951K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.16M
3
+$1.02M
4
PAYC icon
Paycom
PAYC
+$1.01M
5
ALRM icon
Alarm.com
ALRM
+$998K

Top Sells

1
+$4.02M
2
+$2.98M
3
+$2.54M
4
PATK icon
Patrick Industries
PATK
+$1.78M
5
EEFT icon
Euronet Worldwide
EEFT
+$1.43M

Sector Composition

1 Financials 24.1%
2 Healthcare 16.52%
3 Technology 13.72%
4 Communication Services 12.93%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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87
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4