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
$117M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$6.49M
3
+$4M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4M
5
VDE icon
Vanguard Energy ETF
VDE
+$3.78M

Top Sells

1
+$7.84M
2
+$7.78M
3
+$4.69M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.69M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.63M

Sector Composition

1 Industrials 5.16%
2 Consumer Discretionary 5.12%
3 Financials 4.24%
4 Technology 3.98%
5 Healthcare 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
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