Shaker Financial Services, LLC
Annual return '25
+7.1%
SPY '25
+17.7%
Alpha
-10.6ptsvs SPY
Invested
$286.9M
Holdings
145
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CSQ
CALAMOS STRATEGIC TOTAL RETU
Q4 2025: Exited (was 497.0k shares)
3.7%
02
$JCE
NUVEEN CORE EQUITY ALPHA FD
Q4 2025: Exited (was 540.2k shares)
3.2%
03
$ASG
LIBERTY ALL-STAR GROWTH FD I
Q4 2025: Exited (was 1.31M shares)
3.0%
04
$ETG
EATON VANCE TX ADV GLBL DIV
Q4 2025: Exited (was 163.4k shares)
2.8%
05
$FFA
FIRST TR ENHANCED EQUITY
Q4 2025: Exited (was 245.3k shares)
2.4%
06
$ETB
EATON VANCE TAX MNGED BUY WR
Q4 2025: Exited (was 493.6k shares)
2.4%
07
$SPXX
NUVEEN S&P 500 DYNAMIC OVERW
Q4 2025: Exited (was 85.1k shares)
2.3%
08
$EOS
EATON VANCE ENHANCED EQUITY
Q4 2025: Exited (was 106.5k shares)
2.0%
09
$USA
LIBERTY ALL STAR EQUITY FD
Q4 2025: Exited (was 1.31M shares)
1.8%
10
$SPE
SPECIAL OPPORTUNITIES FD INC
Q4 2025: Exited (was 354.7k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:39 UTC.