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PCM

Polus Capital Management Portfolio holdings

AUM $3.6M
1-Year Est. Return 72.92%
This Fund
S&P 500
This Quarter Est. Return
+16.06%
1 Year Est. Return
+72.92%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.6M
AUM Growth
-$1.46M
Cap. Flow
-$2.11M
Cap. Flow %
-58.42%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

1
DBD icon
Diebold Nixdorf
DBD
+$2.11M

Sector Composition

1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DBD icon
1
Diebold Nixdorf
DBD
$2.97B
$3.6M 100%
80,694
-50,912
-39% -$2.11M
EWJ icon
2
iShares MSCI Japan ETF
EWJ
$22.1B
– –
0
– –
IWM icon
3
iShares Russell 2000 ETF
IWM
$82B
– –
0
– –
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$781B
– –
0
– –
XHB icon
5
State Street SPDR S&P Homebuilders ETF
XHB
$2.06B
– –
0
– –
XRT icon
6
State Street SPDR S&P Retail ETF
XRT
$442M
– –
0
– –

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