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
$320M
AUM Growth
-$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$16M
3
+$15.8M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.5M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$6.07M

Top Sells

1
+$17.2M
2
+$16.9M
3
+$15.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$11.3M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$5.93M

Sector Composition

1 Technology 4.28%
2 Financials 3.25%
3 Materials 2.82%
4 Energy 2.21%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$980K 0.31%
53,301
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-15,770
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4