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
$167M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$8.04M
3 +$5.97M
4
VDE icon
Vanguard Energy ETF
VDE
+$5.92M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.91M

Top Sells

1 +$10.1M
2 +$10M
3 +$8.82M
4
VIS icon
Vanguard Industrials ETF
VIS
+$8.14M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$8.1M

Sector Composition

1 Industrials 6.93%
2 Consumer Discretionary 6.15%
3 Healthcare 5.69%
4 Technology 4.14%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-80,800
102
-9,200
103
-109,500
104
-41,800