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PCLGPolen Focus Growth ETF

Grow my money#1583 of 2944 for Grow my money

The fund typically invests in a focused portfolio of common stocks of large capitalization companies (market capitalizations greater than $10 billion at the time of purchase) that, in the adviser’s opinion, have a sustainable competitive advantage. The fund employs a focused portfolio investing style, which results in fewer holdings than a fund that seeks to achieve its investment objective by investing in a greater number of issuers. The fund is non-diversified.

Polen Capital · Since 2025 (8 months)

Annual Cost

0.49%

#2226 out of 5,332 ETFs

Fund Size

$80M

#2945 out of 5,332 ETFs

Dividend Yield

Track Record

8 months

#4823 out of 5,332 ETFs

Performance

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
large
Focus
ESG

Asset allocation

Stocks
96.7%
Cash
3.3%

Sector breakdown

Technology
41.9%
Healthcare
17.1%
Financial Services
16.8%
Consumer Cyclical
14.8%
Communication
6.2%
Real Estate
3.2%

Top holdings

Amazon.com IncAMZN9.5%
Microsoft CorpMSFT7.6%
Eli Lilly and CoLLY6.0%
Alphabet Inc Class CGOOG6.0%
Broadcom IncAVGO5.6%
Oracle CorpORCL5.3%
Mastercard Inc Class AMA5.1%
Visa Inc Class AV4.8%
NVIDIA CorpNVDA4.5%
Shopify Inc Registered Shs -A- Subord VtgSHOP4.2%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-23.8%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05