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
$216M
AUM Growth
-$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$8.56M
3
+$8.38M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$8.17M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$8.15M

Top Sells

1
+$14.8M
2
+$8.95M
3
+$8.82M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$8.62M
5
VIS icon
Vanguard Industrials ETF
VIS
+$8.48M

Sector Composition

1 Industrials 4.72%
2 Technology 3.9%
3 Consumer Staples 3.44%
4 Healthcare 3.42%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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