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
$193M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.5M
3
+$13.5M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$13.4M
5
VDE icon
Vanguard Energy ETF
VDE
+$13.2M

Top Sells

1
+$13.2M
2
+$12.8M
3
+$12.8M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$12.8M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$12.1M

Sector Composition

1 Financials 6.78%
2 Industrials 5.41%
3 Technology 5.13%
4 Consumer Discretionary 4.89%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5