Shaker Financial Services, LLC Portfolio Holdings by Sector
Shaker Financial Services, LLC
- $247 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Asset Management | Financial Services
CET GAM RMT ETB ASG EVT CSQ QQQX 128 stocks |
$222,109
93.86% of portfolio
|
73
|
53
|
10
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
NMAI SPY SDHY FINS RSF WDI BCAT MEGI 9 stocks |
$12,479
5.27% of portfolio
|
2
|
6
|
- | - |
0
Calls
0
Puts
|
|
N/A | N/A
HGLB AIO 2 stocks |
$943
0.4% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | Financial
ZTR 1 stocks |
$881
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$218
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|