PL
Polianta Ltd Portfolio holdings
AUM
$232M
1-Year Return
11.24%
This Quarter Return
+3.06%
1 Year Return
+11.24%
3 Year Return
+30.36%
5 Year Return
+48.65%
10 Year Return
–
AUM
$216M
AUM Growth
-$2.97M
(-1.4%)
Cap. Flow
-$7.3M
Cap. Flow
% of AUM
-3.39%
Top 10 Holdings %
Top 10 Hldgs %
53.52%
Holding
116
New
46
Increased
4
Reduced
9
Closed
45
Top Buys
| 1 |
iShares MSCI Switzerland ETF
EWL
|
$14.1M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$9.01M |
| 3 |
Vanguard Consumer Discretionary ETF
VCR
|
$8.95M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$8.65M |
| 5 |
Vanguard Energy ETF
VDE
|
$8.58M |
Top Sells
| 1 |
iShares MSCI Australia ETF
EWA
|
$14.8M |
| 2 |
Vanguard Utilities ETF
VPU
|
$8.95M |
| 3 |
Vanguard Health Care ETF
VHT
|
$8.82M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$8.62M |
| 5 |
Vanguard Industrials ETF
VIS
|
$8.48M |
Sector Composition
| 1 | Industrials | 4.72% |
| 2 | Technology | 3.9% |
| 3 | Consumer Staples | 3.44% |
| 4 | Healthcare | 3.42% |
| 5 | Communication Services | 3.01% |
