Holdings (Monthly)
Guide ↗
Polen 5Perspectives Small Growth Fund
· FundVantage Trust| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| ✕ | Figure Technology Solutions In | 349381103 | — | 21,774 | SOLD | $1.2M | — | — | — |
| ✕ | GeneDx Holdings Corp | 81663L200 | — | 10,642 | SOLD | $1.0M | — | — | — |
| ✕ | Mirion Technologies Inc | 60471A101 | — | 38,843 | SOLD | $1.0M | — | — | — |
| ✕ | IES Holdings Inc | 44951W106 | — | 2,527 | SOLD | $1.0M | — | — | — |
| ✕ | Huron Consulting Group Inc | 447462102 | — | 5,620 | SOLD | $0.9M | — | — | — |
| ✕ | Planet Labs PBC | 72703X106 | — | 35,616 | SOLD | $0.9M | — | — | — |
| ✕ | TransMedics Group Inc | 89377M109 | — | 5,981 | SOLD | $0.8M | — | — | — |
| ✕ | Kratos Defense & Security Solu | 50077B207 | — | 6,578 | SOLD | $0.7M | — | — | — |
| ✕ | Bridgebio Pharma Inc | 10806X102 | — | 8,353 | SOLD | $0.6M | — | — | — |
| ✕ | Liquidia Corp | 53635D202 | — | 14,620 | SOLD | $0.6M | — | — | — |
| ✕ | Howard Hughes Holdings Inc | 44267T102 | — | 7,107 | SOLD | $0.6M | — | — | — |
| ✕ | Axos Financial Inc | 05465C100 | — | 5,619 | SOLD | $0.6M | — | — | — |
| ✕ | Wayfair Inc | 94419L101 | — | 5,144 | SOLD | $0.5M | — | — | — |
| ✕ | Upwork Inc | 91688F104 | — | 22,094 | SOLD | $0.4M | — | — | — |
| ✕ | Artivion Inc | 228903100 | — | 9,719 | SOLD | $0.4M | — | — | — |
| ✕ | Alphatec Holdings Inc | 02081G201 | — | 25,607 | SOLD | $0.4M | — | — | — |
| ✕ | HCI Group Inc | 40416E103 | — | 2,317 | SOLD | $0.4M | — | — | — |
| ✕ | Firefly Aerospace Inc | 31816X106 | — | 12,653 | SOLD | $0.3M | — | — | — |
| ✕ | Nuvalent Inc | 670703107 | — | 2,975 | SOLD | $0.3M | — | — | — |
| ✕ | Shake Shack Inc | 819047101 | — | 3,375 | SOLD | $0.3M | — | — | — |
| ✕ | Karman Holdings Inc | 485924104 | — | 2,769 | SOLD | $0.3M | — | — | — |
| ✕ | NexGen Energy Ltd | 65340P106 | — | 21,732 | SOLD | $0.3M | — | — | — |
| ✕ | Figs Inc | 30260D103 | — | 24,986 | SOLD | $0.3M | — | — | — |
| ✕ | Celcuity Inc | 15102K100 | — | 2,372 | SOLD | $0.3M | — | — | — |
| ✕ | AeroVironment Inc | 008073108 | — | 882 | SOLD | $0.2M | — | — | — |
| ✕ | ANI Pharmaceuticals Inc | 00182C103 | — | 2,856 | SOLD | $0.2M | — | — | — |
| ✕ | Sterling Infrastructure Inc | 859241101 | — | 643 | SOLD | $0.2M | — | — | — |
| ✕ | NuScale Power Corp | 67079K100 | — | 12,934 | SOLD | $0.2M | — | — | — |
| ✕ | Precigen Inc | 74017N105 | — | 47,998 | SOLD | $0.2M | — | — | — |
| ✕ | Mesoblast Ltd | 590717401 | — | 11,765 | SOLD | $0.2M | — | — | — |
| ✕ | Denali Therapeutics Inc | 24823R105 | — | 5,823 | SOLD | $0.1M | — | — | — |
| ✕ | Piper Sandler Cos | 724078100 | — | 323 | SOLD | $0.1M | — | — | — |
| ✕ | Fluor Corp | 343412102 | — | 2,213 | SOLD | $0.1M | — | — | — |
| ✕ | PureCycle Technologies Inc | 74623V103 | — | 10,523 | SOLD | $0.1M | — | — | — |