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Polen Growth Investor (POLRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.97+0.46 (+1.03%)
As of 08:05AM EDT. Market open.

Overall portfolio composition (%)

Cash5.30%
Stocks94.69%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
POLRX
Basic materials
0.00%
Consumer cyclical
22.35%
Financial services
12.04%
Property
0.00%
Consumer defensive
0.00%
Healthcare
19.66%
Utilities
0.00%
Communication services
12.79%
Energy
0.00%
Industrials
0.00%
Technology
33.17%

Equity holdings

AveragePOLRXCategory average
Price/Earnings0.0334.82
Price/book0.118.34
Price/sales0.184.62
Price/Cash flow0.0423.95
Median market cap446,064.47310,214.47
3-year earnings growth19.5823.61

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 (64.81% of total assets)

Get quotes for top holdings
NameSymbol% assets
Amazon.com IncAMZN14.94%
Microsoft CorpMSFT9.89%
Alphabet Inc Class CGOOG8.26%
Visa Inc Class AV5.59%
Mastercard Inc Class AMA4.80%
Thermo Fisher Scientific IncTMO4.72%
ServiceNow IncNOW4.42%
Salesforce IncCRM4.36%
Abbott LaboratoriesABT3.94%
Airbnb Inc Ordinary Shares - Class AABNB3.89%