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
$199M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$6.62M
3
+$6.6M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.46M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.38M

Top Sells

1
+$21M
2
+$16.5M
3
+$16.3M
4
DBA icon
Invesco DB Agriculture Fund
DBA
+$16M
5
IAU icon
iShares Gold Trust
IAU
+$14.7M

Sector Composition

1 Technology 7.72%
2 Healthcare 5.96%
3 Energy 4.82%
4 Materials 4.58%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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