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
$162M
AUM Growth
-$447K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.93M
2 +$1.86M
3 +$1.08M
4
FANG icon
Diamondback Energy
FANG
+$844K
5
MRVL icon
Marvell Technology
MRVL
+$576K

Top Sells

1 +$2.84M
2 +$2.09M
3 +$1.69M
4
UNFI icon
United Natural Foods
UNFI
+$1.56M
5
CVIA
Covia Holdings Corporation Common Stock
CVIA
+$1.25M

Sector Composition

1 Financials 20.93%
2 Healthcare 18.72%
3 Technology 15.75%
4 Communication Services 13.08%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,900
77
-36,615
78
-67,217
79
-10,500