Polen Focus Growth ETF (PCLG): ETF
ETF traded on ARCX under symbol PCLG. Quoted in usd.
Polen Focus Growth ETF
PCLG aims for substantial capital appreciation over the long term. This fund invests in a concentrated portfolio, typically comprising 25 to 40 large-capitalization companies operating in both mature and developing global economies. It seeks out growth stocks characterized by consistent profit expansion and a strong competitive moat within sectors featuring high barriers to entry. Key traits considered include a dependable and sustainable return on capital, robust earnings momentum, ample free cash flow, solid financial statements, and capable management. The fund diversifies geographically by allocating to growth equities from at least three different countries, targeting 30-40% in non-U.S. securities, a percentage that can be altered based on evolving global market conditions. Its sub-advisor incorporates Environmental, Social, and Governance (ESG) factors when assessing a company's enduring financial health. As an actively managed exchange-traded fund, PCLG possesses full autonomy to adjust its holdings whenever appropriate. The fund began trading with an initial asset base of $109.4 million.
Largest holdings
- MSFT MICROSOFT COM USD0.0000062511.11%
- V VISA INC USD 0.00017.48%
- NVDA NVIDIA CORP USD 0.0017.42%
- MA MASTERCARD INC7.38%
- AVGO BROADCOM INC NPV5.85%
- NOW SERVICENOW INC USD 0.0015.26%
- SHOP.TO SHOPIFY INC NPV4.76%
- GOOG ALPHABET INC CLASS C4.73%
- AMZN AMAZON COM INC USD 0.014.49%
- ORCL ORACLE CORP USD 0.014.45%
30d
6.80K
60d
5.05K
90d
8.75K