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Michelle Carter

@Polianta Ltd

Latest period2024 - Q4ReportedManaged Assets$209.294MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EWLIshares Msci Switzerland Etf
Recent Activity
Increased 44.54%
7.32%
$15.318M
333,300 shares@ $45.96 avg price
EWCIshares Msci Canada Etf
Recent Activity
New Position
7.29%
$15.237M
378,100 shares@ $40.3 avg price
FIWFirst Trust Water Etf
Recent Activity
7.02%
$14.684M
143,900 shares@ $102.05 avg price
EWAIshares Msci Australia Etf
Recent Activity
New Position
6.98%
$14.595M
611,700 shares@ $23.86 avg price
PHOInvesco Water Resources Etf
Recent Activity
6.97%
$14.579M
221,600 shares@ $65.79 avg price
CGWInvesco S&p Global Water Index
Recent Activity
5.59%
$11.696M
215,800 shares@ $54.2 avg price
VCRVanguard Consumer Discretionar
Recent Activity
3.97%
$8.295M
22,100 shares@ $375.34 avg price
XLKTechnology Select Sector Spdr
Recent Activity
3.59%
$7.51M
32,300 shares@ $232.51 avg price
VFHVanguard Financials Etf
Recent Activity
Decreased -3.95%
3.56%
$7.45M
63,100 shares@ $118.07 avg price
IVEIshares S&p 500 Value Etf
Recent Activity
Increased 0.81%
3.43%
$7.177M
37,600 shares@ $190.88 avg price