StockDriftsStockDriftsTop 50 Shaker Financial Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 3.66% | 612.6K | $10.5M | +87.98%(+286.71K) | $17.41(+17.57%) | 2026-03-31 | |
| JCE | NUVEEN CORE EQUITY ALPHA FD | 3.25% | 615.7K | $9.3M | +9.80%(+54.95K) | $15.26(+7.63%) | 2026-03-31 | |
| ASG | LIBERTY ALL-STAR GROWTH FD I | 3.04% | 1.83M | $8.7M | +18.49%(+286.13K) | $5.22(+1.07%) | 2026-03-31 | |
| ETG | EATON VANCE TX ADV GLBL DIV | 2.79% | 398.1K | $8.0M | +420.39%(+321.59K) | $21.36(+7.74%) | 2026-03-31 | |
| FFA | FIRST TR ENHANCED EQUITY | 2.38% | 334.9K | $6.8M | +16.85%(+48.27K) | $19.95(+13.84%) | 2026-03-31 | |
| ETB | EATON VANCE TAX MNGED BUY WR | 2.36% | 468.6K | $6.8M | -5.22%(-25.81K) | $13.98(+10.36%) | 2026-03-31 | |
| SPXX | NUVEEN S&P 500 DYNAMIC OVERW | 2.28% | 407.3K | $6.5M | new | $16.80(+7.10%) | 2026-03-31 | |
| EOS | EATON VANCE ENHANCED EQUITY | 1.97% | 275.7K | $5.6M | +49.02%(+90.69K) | $22.89(-0.19%) | 2026-03-31 | |
| USA | LIBERTY ALL STAR EQUITY FD | 1.83% | 948.5K | $5.3M | -12.67%(-137.56K) | $6.51(-11.52%) | 2026-03-31 | |
| SPE | SPECIAL OPPORTUNITIES FD INC | 1.78% | 372.0K | $5.1M | +48.47%(+121.46K) | $14.65(-2.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.51% | +27.76% |
| Top 20 Holdings Unweighted | +7.82% | +25.35% |
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