PL
Polianta Ltd Portfolio holdings
AUM
$243M
1-Year Est. Return
9.03%
1 Year Est. Return
+9.03%
AUM
$232M
AUM Growth
+$24.9M
(+12%)
Holding
108
Top Buys
| 1 | +$13.7M | |
| 2 | +$13.4M | |
| 3 | +$12.9M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$8.58M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$8.43M |
Top Sells
| 1 | +$12.3M | |
| 2 | +$12.3M | |
| 3 | +$12.2M | |
| 4 |
Vanguard Financials ETF
VFH
|
+$7.54M |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
+$7.42M |
Sector Composition
| 1 | Consumer Discretionary | 5.5% |
| 2 | Industrials | 5.06% |
| 3 | Technology | 4.77% |
| 4 | Healthcare | 4.29% |
| 5 | Financials | 3.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
T. Rowe Price
TROW
$22.9B
| – | – |
-12,300
|
|
||
102
Trade Desk
TTD
$17.9B
| – | – |
-19,100
|
|
||
|
103
Vanguard Consumer Staples ETF
VDC
$7.36B
| – | – |
-33,900
|
|
||
|
104
Vanguard Financials ETF
VFH
$13.4B
| – | – |
-63,100
|
|
||
105
Vanguard Real Estate ETF
VNQ
$33.7B
| – | – |
-79,300
|
|
||
106
Zillow
ZG
$17.8B
| – | – |
-16,100
|
|
||
107
GE Vernova
GEV
$191B
| – | – |
-3,900
|
|
||
|
RSX
108
DELISTED
VanEck Russia ETF
RSX
| $0 | ﹤0.01% |
230,500
|
|