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
$169M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$12.2M
3
+$12.2M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$12.1M
5
TNDM icon
Tandem Diabetes Care
TNDM
+$1.29M

Top Sells

1
+$11.8M
2
+$11.7M
3
+$11.3M
4
VAW icon
Vanguard Materials ETF
VAW
+$11M
5
MDB icon
MongoDB
MDB
+$1.15M

Sector Composition

1 Technology 7.22%
2 Consumer Discretionary 7.12%
3 Healthcare 6.19%
4 Industrials 5.61%
5 Financials 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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