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Polen Growth Investor (POLRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.08-0.44 (-0.99%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash2.93%
Stocks97.07%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
POLRX
Basic materials
0.00%
Consumer cyclical
22.02%
Financial services
10.68%
Property
0.00%
Consumer defensive
0.00%
Healthcare
19.68%
Utilities
0.00%
Communication services
13.80%
Energy
0.00%
Industrials
0.00%
Technology
33.81%

Equity holdings

AveragePOLRXCategory average
Price/Earnings0.0334.82
Price/book0.118.34
Price/sales0.184.62
Price/Cash flow0.0423.95
Median market cap415,268.91310,214.47
3-year earnings growth19.7223.61

Bond holdings

AveragePOLRXCategory average
MaturityN/A3.63
DurationN/A2.73
Credit qualityN/AN/A

Bond ratings

Sector(s)POLRX
US government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 holdings (66.57% of total assets)

Get quotes for top holdings
NameSymbol% assets
Amazon.com IncAMZN14.89%
Microsoft CorpMSFT9.32%
Alphabet Inc Class CGOOG7.85%
Netflix IncNFLX5.55%
Visa Inc Class AV5.51%
Salesforce IncCRM5.02%
Mastercard Inc Class AMA4.86%
Thermo Fisher Scientific IncTMO4.70%
ServiceNow IncNOW4.64%
Airbnb Inc Ordinary Shares - Class AABNB4.22%