PL
Polianta Ltd Portfolio holdings
AUM
$232M
This Quarter Return
+7.79%
1 Year Return
+11.24%
3 Year Return
+30.36%
5 Year Return
+48.65%
10 Year Return
–
AUM
$180M
AUM Growth
+$180M
(-0.33%)
Cap. Flow
-$12.5M
Cap. Flow
% of AUM
-6.9%
Top 10 Holdings %
Top 10 Hldgs %
65.55%
Holding
105
New
41
Increased
7
Reduced
11
Closed
41
Top Buys
| 1 |
Vanguard Consumer Staples ETF
VDC
|
$13.2M |
| 2 |
Artisan Partners
APAM
|
$1.35M |
| 3 |
Evercore
EVR
|
$1.32M |
| 4 |
WillScot Mobile Mini Holdings
WSC
|
$1.29M |
| 5 |
Cable One
CABO
|
$1.28M |
Top Sells
| 1 |
Vanguard Materials ETF
VAW
|
$12.3M |
| 2 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$3.32M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.54M |
| 4 |
NLSN
Nielsen Holdings plc
NLSN
|
$1.43M |
| 5 |
Equifax
EFX
|
$1.39M |
Sector Composition
| 1 | Technology | 6.97% |
| 2 | Healthcare | 6.52% |
| 3 | Consumer Discretionary | 5.75% |
| 4 | Financials | 4.75% |
| 5 | Communication Services | 3.17% |