PL

Polianta Ltd Portfolio holdings

AUM $764M
1-Year Est. Return 13.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$7.11M
3
+$7.08M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.88M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$6.8M

Top Sells

1
+$9.54M
2
+$6.74M
3
+$5.86M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.81M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.78M

Sector Composition

1 Technology 6.55%
2 Industrials 5.47%
3 Financials 3.79%
4 Consumer Discretionary 3.53%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
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