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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
$232M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$13M
3
+$12.5M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.71M
5
OEF icon
iShares S&P 100 ETF
OEF
+$7.66M

Top Sells

1
+$12.3M
2
+$12.3M
3
+$12.2M
4
VFH icon
Vanguard Financials ETF
VFH
+$7.54M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$7.42M

Sector Composition

1 Consumer Discretionary 5.87%
2 Industrials 5.06%
3 Technology 4.39%
4 Healthcare 4.29%
5 Financials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
230,500
98
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