Fund HoldingsPolianta Ltd

Total Portfolio Value
$213.1K
Total Bought
$90.8K
Total Sold
$81.2K
Net Transaction
+$9.7K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
iShares MSCI Switzerland ETF0230,600+230,6000125.64%+12
Vanguard FTSE Emerging Markets0195,100+195,100094.38%+9
iShares China Large-Cap ETF0244,900+244,900083.65%+8
Vanguard Consumer Discretionar
CONSUM DIS ETF
022,100+22,100083.53%+8
iShares Russell 1000 Value ETF038,900+38,900073.47%+7
iShares S&P 500 Value ETF037,300+37,300073.45%+7
iShares S&P 100 ETF026,400+26,400073.43%+7
Vanguard Financials ETF
FINANCIALS ETF
065,700+65,700073.39%+7
First Trust Water ETF
WTR ETF
143,900143,900014167.38%+1
MicroStrategy Inc(MSTR)07,800+7,800010.62%+1
Invesco S&P Global Water Index215,800215,800012136.20%+1
Invesco Water Resources ETF
WATER RES ETF
221,600221,600014167.34%+1
Diamondback Energy Inc(FANG)07,200+7,200010.58%+1
AerCap Holdings NV(AER)013,000+13,000010.58%+1
Tyson Foods Inc(TSN)020,500+20,500010.57%+1
Mohawk Industries Inc(MHK)07,400+7,400010.56%+1
Citigroup Inc(C)018,900+18,900010.56%+1
Centene Corp(CNC)015,600+15,600010.55%+1
Broadcom Inc(AVGO)06,800+6,800010.55%+1
Jones Lang LaSalle Inc(JLL)04,300+4,300010.54%+1
PACCAR Inc(PCAR)011,700+11,700010.54%+1
Target Corp(TGT)07,400+7,400010.54%+1
Deckers Outdoor Corp(DECK)07,200+7,200010.54%+1
Lam Research Corp(LRCX)01,400+1,400010.54%+1
Wells Fargo & Co(WFC)019,800+19,800010.52%+1
Block Inc(XYZ)016,600+16,600010.52%+1
Super Micro Computer Inc(SMCI)02,600+2,600010.51%+1
Dexcom Inc(DXCM)015,800+15,800010.50%+1
Valero Energy Corp(VLO)07,800+7,800010.49%+1
Coinbase Global Inc(COIN)04,900+4,900010.41%+1
Moderna Inc(MRNA)012,500+12,500010.39%+1
Builders FirstSource Inc(BLDR)6,5006,5000110.59%0
Hewlett Packard Enterprise Co(HPE)49,00067,000+18,000110.64%0
Gap Inc/The(GAP)38,70055,800+17,100110.58%0
Intel Corp(INTC)31,70051,700+20,000110.57%0
Vertiv Holdings Co(VRT)11,10011,900+800110.56%0
Mosaic Co/The(MOS)36,50047,600+11,100110.60%0
Regal Rexnord Corp(RRX)6,8006,8000110.53%0
Bunge Global SA(BG)9,90013,000+3,100110.59%0
Nucor Corp(NUE)6,1007,700+1,600110.54%0
Archer-Daniels-Midland Co17,50020,900+3,400110.59%0
United Airlines Holdings Inc(UAL)22,80022,8000110.61%0
Mobileye Global Inc(MBLY)40,20096,100+55,900110.62%0
Carvana Co(CVNA)8,5007,200-1,300110.59%0
Molson Coors Beverage Co(TAP)20,60020,6000110.56%0
Jabil Inc(JBL)10,20010,2000110.57%0
Williams-Sonoma Inc(WSM)3,8007,600+3,800110.55%0
Warner Bros Discovery Inc(WBD)124,400124,4000110.48%0
Viatris Inc(VTRS)101,400101,4000110.55%0
Vistra Corp(VST)12,80010,100-2,700110.56%0
Kraft Heinz Co/The(KHC)33,10033,1000110.55%0
CVS Health Corp(CVS)18,50018,5000110.55%0
Synchrony Financial(SYF)25,80025,8000110.60%0
WESCO International Inc(WCC)7,1007,1000110.56%0
Permian Resources Corp(PR)66,80083,800+17,000110.54%0
Hormel Foods Corp(HRL)34,90034,9000110.52%0
Everest Group Ltd(EG)2,9002,9000110.53%0
Owens Corning(OC)5,8005,8000110.48%0
Stellantis NV(STLA)47,20067,600+20,400110.45%0
VanEck Russia ETF230,500230,5000000
MasTec Inc(MTZ)11,2009,700-1,500110.56%-0
iShares MSCI South Africa ETF161,500138,700-22,800773.28%-0
Bio-Rad Laboratories Inc4,1003,300-800110.52%-0
RenaissanceRe Holdings Ltd(RNR)5,4004,300-1,100110.55%-0
General Motors Co(GM)23,50023,5000110.49%-0
Ford Motor Co(F)92,000104,500+12,500110.52%-0
Technology Select Sector SPDR
ST STR TECHN ETF
32,50032,300-200773.42%-0
Knight-Swift Transportation Ho(KNX)24,10021,100-3,000110.53%-0
United States Steel Corp31,10031,1000110.52%-0
Walgreens Boots Alliance Inc67,2000-67,20010-1
Unity Software Inc(U)50,2000-50,20010-1
BILL Holdings Inc16,8000-16,80010-1
Elanco Animal Health Inc(ELAN)63,8000-63,80010-1
Cleveland-Cliffs Inc(CLF)62,6000-62,60010-1
PayPal Holdings Inc(PYPL)16,9000-16,90010-1
Symbotic Inc(SYM)28,0000-28,00010-1
Align Technology Inc4,1000-4,10010-1
Roku Inc(ROKU)17,1000-17,10010-1
Eversource Energy(ES)18,3000-18,30010-1
CNH Industrial NV
SHS
102,7000-102,70010-1
Aspen Technology Inc5,3000-5,30010-1
HF Sinclair Corp(DINO)19,8000-19,80010-1
Super Micro Computer Inc(SMCI)1,3000-1,30010-1
Zillow Group Inc(Z)23,7000-23,70010-1
Exelon Corp(EXC)30,9000-30,90010-1
Zoom Video Communications Inc(ZM)18,1000-18,10010-1
Dell Technologies Inc(DELL)7,8000-7,80010-1
Unum Group(UNM)21,3000-21,30010-1
Twilio Inc(TWLO)19,3000-19,30010-1
United Rentals Inc(URI)1,7000-1,70010-1
iShares MSCI Eurozone ETF277,500237,100-40,40014125.81%-1
EPAM Systems Inc(EPAM)6,3000-6,30010-1
Duolingo Inc(DUOL)6,1000-6,10010-1
iShares MSCI United Kingdom ET
MSCI UK ETF NEW
405,100323,500-81,60014125.68%-2
iShares MSCI Brazil ETF183,8000-183,80050-5
Vanguard Materials ETF
MATERIALS ETF
35,4000-35,40070-7
iShares Core S&P Small-Cap ETF64,3000-64,30070-7
Vanguard Real Estate ETF82,0000-82,00070-7
iShares S&P Small-Cap 600 Grow53,5000-53,50070-7
iShares S&P 500 Growth ETF78,2000-78,20070-7
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