PL

Polianta Ltd Portfolio holdings

AUM $754M
1-Year Est. Return 15.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
-$8.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$17.6M
3
+$14.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14.2M
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$10.6M

Top Sells

1
+$17.2M
2
+$17.2M
3
+$17.1M
4
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$17.1M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$10.9M

Sector Composition

1 Healthcare 4.84%
2 Technology 4.23%
3 Materials 2.47%
4 Consumer Discretionary 2.33%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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