Shaker Financial Services, LLC - Portfolio overview

Shaker Financial Services, LLC has 178 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Basic Materials.

Largest reported holdings by portfolio allocation

1. CSQ - CALAMOS STRATEGIC TOTAL RETU, 3.22%
2. JCE - NUVEEN CORE EQUITY ALPHA FD, 2.86%
3. ASG - LIBERTY ALL-STAR GROWTH FD I, 2.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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