PL

Polianta Ltd Portfolio holdings

AUM $764M
1-Year Est. Return 13.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.2M
3
+$15.2M
4
VUG icon
Vanguard Growth ETF
VUG
+$14.7M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$14.7M

Top Sells

1
+$12.1M
2
+$12.1M
3
+$12.1M
4
IYJ icon
iShares US Industrials ETF
IYJ
+$12.1M
5
VFH icon
Vanguard Financials ETF
VFH
+$12M

Sector Composition

1 Technology 5.94%
2 Healthcare 5.71%
3 Financials 3.82%
4 Industrials 3.72%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
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