Shaker Financial Services, LLC Portfolio Holdings by Sector
Shaker Financial Services, LLC
- $261 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Asset Management | Financial Services
STEW FUND QQQX ASG CII CET CHW RMT 135 stocks |
$242,261
93.74% of portfolio
|
64
|
65
|
14
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
SDHY FINS SPY NMAI WDI QQQ ECAT 7 stocks |
$8,310
3.22% of portfolio
|
3
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
N/A | N/A
HGLB AIO CPZ 3 stocks |
$6,297
2.44% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | Financial
ZTR 1 stocks |
$1,127
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$250
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ADBE 1 stocks |
$207
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|