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
$154M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$1.15M
3
+$1.11M
4
RH icon
RH
RH
+$1.09M
5
LULU icon
lululemon athletica
LULU
+$1.09M

Top Sells

1
+$12.9M
2
+$6.12M
3
+$5.21M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.71M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.58M

Sector Composition

1 Technology 6.89%
2 Healthcare 6.05%
3 Financials 5.79%
4 Consumer Discretionary 5.78%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-15,280
102
– –
-12,100
103
– –
-9,700
104
– –
-5,700
105
– –
-10,100
106
– –
-54,900
107
– –
-37,500
108
– –
-14,300
1 2 3 4
5