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
$267M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$10.7M
3
+$10.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.3M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$7.53M

Top Sells

1
+$7.01M
2
+$6.68M
3
+$6.24M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.21M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$6.21M

Sector Composition

1 Consumer Discretionary 4.95%
2 Technology 4.05%
3 Energy 3.59%
4 Healthcare 2.6%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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