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
$154M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$1.15M
3
+$1.11M
4
RH icon
RH
RH
+$1.09M
5
LULU icon
lululemon athletica
LULU
+$1.09M

Top Sells

1
+$12.9M
2
+$6.12M
3
+$5.21M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.71M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.58M

Sector Composition

1 Technology 6.89%
2 Healthcare 6.05%
3 Financials 5.79%
4 Consumer Discretionary 5.78%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
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