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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
$325M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$16.1M
3
+$12M
4
VHT icon
Vanguard Health Care ETF
VHT
+$6.16M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$5.94M

Top Sells

1
+$18.6M
2
+$14.4M
3
+$8.49M
4
VIS icon
Vanguard Industrials ETF
VIS
+$5.58M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.54M

Sector Composition

1 Technology 4.75%
2 Healthcare 3.56%
3 Financials 2.46%
4 Materials 2.19%
5 Consumer Discretionary 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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