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SI

Shaker Investments Portfolio holdings

AUM $220M
1-Year Est. Return 45.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.01M
3
+$1.48M
4
ANET icon
Arista Networks
ANET
+$1.41M
5
WTFC icon
Wintrust Financial
WTFC
+$1.34M

Top Sells

1
+$2.91M
2
+$2.27M
3
+$1.93M
4
PODD icon
Insulet
PODD
+$1.72M
5
UNH icon
UnitedHealth
UNH
+$1.57M

Sector Composition

1 Technology 27.53%
2 Financials 15.42%
3 Healthcare 13.88%
4 Consumer Discretionary 12.85%
5 Industrials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$282K 0.16%
617
+2
77
$279K 0.15%
5,916
78
$221K 0.12%
+9,931
79
$219K 0.12%
10,375
+48
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