Fund HoldingsPolianta Ltd

Total Portfolio Value
$205.2K
Total Bought
$107.6K
Total Sold
$78.2K
Net Transaction
+$29.4K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
iShares MSCI Switzerland ETF0302,700+302,7000147.02%+14
iShares Core S&P Small-Cap ETF064,300+64,300073.46%+7
iShares S&P Small-Cap 600 Grow054,200+54,200073.45%+7
iShares S&P 500 Growth ETF081,500+81,500073.35%+7
Vanguard Consumer Discretionar
CONSUM DIS ETF
021,400+21,400073.31%+7
Technology Select Sector SPDR
ST STR TECHN ETF
032,500+32,500073.30%+7
iShares MSCI Brazil ETF0183,800+183,800062.90%+6
iShares MSCI Canada ETF263,500376,700+113,20010147.03%+5
SPDR S&P 500 ETF Trust(SPY)20,30027,500+7,20010147.01%+5
Mobileye Global Inc(MBLY)040,200+40,200010.63%+1
Invesco Water Resources ETF
WATER RES ETF
221,600221,600013157.19%+1
Marathon Oil Corp044,000+44,000010.61%+1
Lennar Corp(LEN)07,200+7,200010.60%+1
Anglogold Ashanti Plc(AU)055,600+55,600010.60%+1
Southwest Airlines Co(LUV)041,900+41,900010.60%+1
Revvity Inc(RVTY)011,600+11,600010.59%+1
Newmont Corp(NEM)033,900+33,900010.59%+1
Centene Corp(CNC)015,400+15,400010.59%+1
Permian Resources Corp(PR)068,400+68,400010.59%+1
Target Corp(TGT)06,800+6,800010.59%+1
iShares MSCI South Africa ETF122,600161,500+38,900563.08%+1
Bunge Global SA(BG)011,700+11,700010.58%+1
Bank of New York Mellon Corp/T020,800+20,800010.58%+1
Cooper Cos Inc/The(COO)011,800+11,800010.58%+1
Ovintiv Inc(OVV)022,900+22,900010.58%+1
Stanley Black & Decker Inc(SWK)012,100+12,100010.58%+1
Zoom Video Communications Inc(ZM)018,100+18,100010.58%+1
Twilio Inc(TWLO)019,300+19,300010.57%+1
DocuSign Inc(DOCU)019,800+19,800010.57%+1
Snowflake Inc(SNOW)07,300+7,300010.57%+1
Cleveland-Cliffs Inc(CLF)051,500+51,500010.57%+1
Ally Financial Inc(ALLY)028,700+28,700010.57%+1
Block Inc(XYZ)013,700+13,700010.56%+1
Xcel Energy Inc(XEL)021,500+21,500010.56%+1
Everest Group Ltd(EG)02,900+2,900010.56%+1
Kraft Heinz Co/The(KHC)030,800+30,800010.55%+1
Zillow Group Inc(Z)023,700+23,700010.55%+1
Grab Holdings Ltd
CLASS A ORD
0347,800+347,800010.53%+1
Intel Corp(INTC)024,700+24,700010.53%+1
Expedia Group Inc(EXPE)07,900+7,900010.53%+1
First Trust Water ETF
WTR ETF
143,900143,900014157.16%+1
Coherent Corp(COHR)016,800+16,800010.50%+1
Duolingo Inc(DUOL)04,600+4,600010.49%+1
Unity Software Inc(U)037,200+37,200010.48%+1
Vanguard Real Estate ETF69,00080,800+11,800673.40%+1
Invesco S&P Global Water Index215,800215,800011125.84%+1
EQT Corp(EQT)21,70034,300+12,600110.62%0
Roku Inc(ROKU)8,30017,100+8,800110.54%0
General Motors Co(GM)25,60027,500+1,900110.61%0
AGCO Corp7,5009,900+2,400110.59%0
HF Sinclair Corp(DINO)15,80019,300+3,500110.57%0
WESCO International Inc(WCC)5,4007,100+1,700110.59%0
Bio-Rad Laboratories Inc2,7003,300+600110.56%0
Mosaic Co/The(MOS)23,80034,400+10,600110.54%0
Unum Group(UNM)20,30021,900+1,600110.57%0
Super Micro Computer Inc(SMCI)3,4001,200-2,200110.59%0
Nucor Corp(NUE)5,6006,100+500110.59%0
Gap Inc/The(GAP)46,30042,400-3,900110.57%0
Ford Motor Co(F)84,80092,000+7,200110.59%0
BILL Holdings Inc11,90016,800+4,900110.56%0
United Airlines Holdings Inc(UAL)22,80022,8000110.53%0
First Citizens BancShares Inc/(FCNCA)6006000110.48%0
Synchrony Financial(SYF)25,80025,8000110.54%0
Warner Bros Discovery Inc(WBD)84,700124,400+39,700110.53%0
Knight-Swift Transportation Ho(KNX)16,90019,500+2,600110.52%0
Vertiv Holdings Co(VRT)21,10013,500-7,600110.54%0
Humana Inc(HUM)2,2003,100+900110.52%0
Regal Rexnord Corp(RRX)6,9005,900-1,000110.52%0
Walgreens Boots Alliance Inc41,50050,400+8,900110.53%0
TransUnion(TRU)14,50012,500-2,000110.49%0
VanEck Russia ETF230,500230,5000000
Owens Corning(OC)6,7005,800-900110.47%-0
Builders FirstSource Inc(BLDR)6,8005,200-1,600110.53%-0
Antero Resources Corp(AR)31,0000-31,00010-1
Celsius Holdings Inc(CELH)14,7000-14,70010-1
AppLovin Corp(APP)20,5000-20,50010-1
RenaissanceRe Holdings Ltd(RNR)4,3000-4,30010-1
Molson Coors Beverage Co(TAP)14,0000-14,00010-1
Coupang Inc(CPNG)54,5000-54,50010-1
Avangrid Inc27,4000-27,40010-1
CF Industries Holdings Inc(CF)11,2000-11,20010-1
CH Robinson Worldwide Inc(CHRW)10,4000-10,40010-1
RTX Corp(RTX)10,7000-10,70010-1
Steel Dynamics Inc(STLD)7,7000-7,70010-1
Citigroup Inc(C)17,7000-17,70010-1
Hewlett Packard Enterprise Co(HPE)54,3000-54,30010-1
Paylocity Holding Corp(PCTY)5,6000-5,60010-1
Yum China Holdings Inc(YUMC)21,8000-21,80010-1
Darling Ingredients Inc(DAR)18,6000-18,60010-1
Discover Financial Services8,4000-8,40010-1
Fortinet Inc(FTNT)16,3000-16,30010-1
International Flavors & Fragra(IFF)11,9000-11,90010-1
Jabil Inc(JBL)7,6000-7,60010-1
Cigna Group/The(CI)3,3000-3,30010-1
Arch Capital Group Ltd
ORD
13,4000-13,40010-1
Marvell Technology Inc(MRVL)16,6000-16,60010-1
Viatris Inc(VTRS)93,3000-93,30010-1
PulteGroup Inc(PHM)9,8000-9,80010-1
First Solar Inc(FSLR)6,0000-6,00010-1
Catalent Inc24,6000-24,60010-1
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