Shaker Financial Services, LLC Portfolio Holdings by Sector
Shaker Financial Services, LLC
- $268 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Asset Management | Financial Services
CET RMT RVT BME JCE ETB ASG CSQ 129 stocks |
$252,454
95.11% of portfolio
|
84
|
40
|
20
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
NMAI SDHY FINS ECAT RSF SPY QQQ 7 stocks |
$10,170
3.83% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
N/A | N/A
DLY CPZ 2 stocks |
$1,506
0.57% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | Financial
ZTR 1 stocks |
$1,057
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$244
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|