PL

Polianta Ltd Portfolio holdings

AUM $243M
1-Year Est. Return 9.03%
This Quarter Est. Return
1 Year Est. Return
+9.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Sells

1 +$14.2M
2 +$7.24M
3 +$6.87M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.87M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.86M

Sector Composition

1 Industrials 5.54%
2 Consumer Discretionary 4.89%
3 Technology 4.52%
4 Consumer Staples 3.91%
5 Financials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.24M 0.58%
+7,200
27
$1.23M 0.58%
+13,000
28
$1.23M 0.58%
55,800
+17,100
29
$1.22M 0.57%
10,200
30
$1.22M 0.57%
+20,500
31
$1.21M 0.57%
51,700
+20,000
32
$1.2M 0.56%
10,100
-2,700
33
$1.19M 0.56%
9,700
-1,500
34
$1.19M 0.56%
7,100
35
$1.19M 0.56%
+7,400
36
$1.18M 0.56%
20,600
37
$1.18M 0.56%
11,900
+800
38
$1.18M 0.56%
+18,900
39
$1.18M 0.55%
7,600
40
$1.18M 0.55%
101,400
41
$1.17M 0.55%
+15,600
42
$1.17M 0.55%
+6,800
43
$1.17M 0.55%
4,300
-1,100
44
$1.16M 0.55%
18,500
45
$1.16M 0.55%
33,100
46
$1.16M 0.54%
+4,300
47
$1.16M 0.54%
7,700
+1,600
48
$1.15M 0.54%
+11,700
49
$1.15M 0.54%
+7,400
50
$1.15M 0.54%
+7,200