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
$232M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$18.2M
3
+$7.88M
4
MOS icon
The Mosaic Company
MOS
+$1.43M
5
DFS
Discover Financial Services
DFS
+$1.4M

Top Sells

1
+$16.6M
2
+$16.2M
3
+$7.24M
4
TDC icon
Teradata
TDC
+$1.47M
5
MRO
Marathon Oil Corporation
MRO
+$1.42M

Sector Composition

1 Financials 5.99%
2 Consumer Discretionary 4.83%
3 Technology 4.37%
4 Industrials 3.98%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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