PL

Polianta Ltd Portfolio holdings

AUM $754M
1-Year Est. Return 15.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.73%
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
+$10.3M
2
+$1.14M
3
+$1.09M
4
KO icon
Coca-Cola
KO
+$1.05M
5
NOV icon
NOV
NOV
+$1.05M

Top Sells

1
+$12.9M
2
+$5.51M
3
+$4.86M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.21M

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
in Stake 		Capital Flow
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