Michelle Carter

@Polianta Ltd

Latest period2024 - Q4

Reported2d ago

Managed Assets$209.294M

Total holdings72

Assets growth rate-1.76%

Assets growth rate (2-Q avg)3.03%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Polianta Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Polianta Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 209.294M in assets, with a quarterly growth rate of -1.76% and a 2-quarter average growth rate of 3.03%. The portfolio is managed by Michelle Carter, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VFHVanguard Financials Etf Recent Activity Decreased -3.95%	3.56%	$7.45M 63,100 shares@ $118.07 avg price	Decreased -3.95%
SYFSynchrony Financial Recent Activity Decreased -15.5%	0.68%	$1.417M 21,800 shares@ $65.0 avg price	Decreased -15.5%
UALUnited Airlines Holdings Inc Recent Activity Decreased -37.28%	0.67%	$1.388M 14,300 shares@ $97.07 avg price	Decreased -37.28%
MBLYMobileye Global Inc Recent Activity Decreased -31.94%	0.63%	$1.302M 65,400 shares@ $19.91 avg price	Decreased -31.94%
WFCWells Fargo & Co Recent Activity Decreased -11.11%	0.6%	$1.236M 17,600 shares@ $70.23 avg price	Decreased -11.11%
VRTVertiv Holdings Co Recent Activity Decreased -15.12%	0.55%	$1.147M 10,100 shares@ $113.57 avg price	Decreased -15.12%
VSTVistra Corp Recent Activity Decreased -21.78%	0.53%	$1.089M 7,900 shares@ $137.85 avg price	Decreased -21.78%
CVNACarvana Co Recent Activity Decreased -29.16%	0.5%	$1.037M 5,100 shares@ $203.34 avg price	Decreased -29.16%
MSTRMicrostrategy Inc Recent Activity Decreased -65.38%	0.38%	$781,000 2,700 shares@ $289.26 avg price	Decreased -65.38%