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
$232M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$17.6M
3
+$8.87M
4
STNE icon
StoneCo
STNE
+$1.98M
5
DISH
DISH Network Corp.
DISH
+$1.45M

Top Sells

1
+$16.6M
2
+$16.2M
3
+$7.24M
4
TDC icon
Teradata
TDC
+$1.47M
5
MRO
Marathon Oil Corporation
MRO
+$1.42M

Sector Composition

1 Financials 5.99%
2 Consumer Discretionary 4.83%
3 Technology 4.37%
4 Industrials 3.98%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-104,100
102
– –
-6,700
103
– –
-4,900
104
– –
-15,000
1 2 3 4
5