PCLC Holdings
Polen 5Perspectives Large Growth ETF
1W: +0.8%
1M: +6.7%
3M: +2.8%
YTD: +6.7%
$25.95
+0.46 (+1.79%)
Weekly Expected Move ±2.9%
$24
$25
$26
$27
$27
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
ETF-Level Metrics
AUM$2M
Holdings37
Top 10 Wt53.0%
Beta2.48
% Profitable84%
Coverage95%
Portfolio Valuation
P/E12.0
P/B4.3
P/S5.2
EV/EBITDA21.0
P/FCF22.7
PEG0.19
Profitability & Returns
Gross Margin63.5%
Net Margin43.4%
ROE42.5%
ROA25.2%
ROIC43.9%
Div Yield0.31%
Leverage & Liquidity
Debt/Equity0.24
Debt/Assets0.15
Net Debt/EBITDA-0.5x
Interest Cov72.1x
Current Ratio1.94
Quick Ratio1.78
Growth (YoY)
Revenue+41.6%
Net Income+53.3%
EPS+45.7%
FCF+34.9%
EBITDA+60.1%
Rev CAGR 3Y+31.4%
Quality Scores
Piotroski F6.5
Altman Z20.51
IS Quality74.3
IS Overall65.6
IS Value42.2
Median P/E34.6
Sector Breakdown
8 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Technology | 20 | 59.4% | 435.9 |
| Consumer Cyclical | 4 | 13.6% | 98.2 |
| Industrials | 4 | 8.6% | 135.3 |
| Communication Services | 2 | 8.2% | 22.0 |
| Financial Services | 3 | 3.9% | 4.3 |
| Basic Materials | 2 | 3.0% | 24.5 |
| Healthcare | 1 | 1.9% | 38.2 |
| Energy | 1 | 1.3% | 148.5 |
Smart Money Overlap
5 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| INTC | Intel Corp. | 3.70% | 4 | Bullish | 1 | 6 | +22.1% |
| CVNA | Carvana Co. | 3.44% | 4 | Bullish | 2 | 5 | +2.3% |
| AVGO | Broadcom Inc. | 3.35% | 4 | Bullish | 1 | 14 | -0.1% |
| HOOD | Robinhood Markets, Inc. | 1.34% | 4 | Bullish | 4 | 3 | +36.7% |
| UBER | Uber Technologies, Inc. | 0.89% | 4 | Bullish | 3 | 9 | -6.2% |
Showing 37 of 37 holdings
· Page 1 of 1
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP USD 0.001 | NVDA | 10.66% | $190,012 | 832 | 29.4 | $5.7T | Technology |
| 2 | ALPHABET INC CLASS A | GOOGL | 6.72% | $119,740 | 348 | 16.9 | $4.2T | Communication Services |
| 3 | ADVANCED MICRO DEVICES INC USD 0.01 | AMD | 6.25% | $111,340 | 182 | 160.9 | $1.0T | Technology |
| 4 | TESLA INC USD 0.001 | TSLA | 5.04% | $89,767 | 253 | 314.1 | $1.5T | Consumer Cyclical |
| 5 | SPACE EXPL TECHNOLOGIES C USD 0.001 | SPCX | 5.03% | $89,611 | 594 | — | $2.1T | Industrials |
| 6 | AMAZON COM INC USD 0.01 | AMZN | 4.29% | $76,489 | 307 | 20.0 | $2.7T | Consumer Cyclical |
| 7 | TAIWAN SEMICONDUCTOR M TWD 10.0 ADR | TSM | 4.27% | $76,184 | 167 | 29.0 | $2.5T | Technology |
| 8 | INTEL CORP USD 0.001 | INTC | 3.70% | $65,886 | 548 | -56.6 | $601.9B | Technology |
| 9 | PALANTIR TECHNOLOGIES INC USD 0.001 | PLTR | 3.65% | $65,093 | 348 | 149.8 | $433.4B | Technology |
| 10 | CARVANA CO USD 0.001 | CVNA | 3.44% | $61,289 | 980 | 22.0 | $70.0B | Consumer Cyclical |
| 11 | APPLE INC USD 0.00001 | AAPL | 3.42% | $60,943 | 183 | 38.1 | $4.9T | Technology |
| 12 | BROADCOM INC NPV | AVGO | 3.35% | $59,702 | 170 | 44.1 | $1.7T | Technology |
| 13 | NEBIUS GROUP N.V. | NBIS | 3.07% | $54,724 | 232 | 933.9 | $58.3B | Technology |
| 14 | CROWDSTRIKE HLDGS INC USD 0.0005 | CRWD | 2.75% | $48,979 | 185 | 7671.6 | $275.0B | Technology |
| 15 | MICRON TECHNOLOGY INC USD 0.1 | MU | 2.57% | $45,800 | 43 | 14.3 | $1.2T | Technology |
| 16 | MICROSOFT COM USD0.00000625 | MSFT | 2.53% | $45,135 | 88 | 28.8 | $3.8T | Technology |
| 17 | CLOUDFLARE INC USD 0.001 | NET | 2.38% | $42,368 | 122 | -598.5 | $123.9B | Technology |
| 18 | SNOWFLAKE INC USD 1.0 | SNOW | 2.29% | $40,747 | 120 | -107.2 | $118.2B | Technology |
| 19 | GOLDMAN SACHS GROUP INC USD 0.01 | GS | 2.22% | $39,616 | 44 | 13.8 | $266.3B | Financial Services |
| 20 | ARISTA NETWORKS INC USD 0.0001 | ANET | 2.22% | $39,496 | 194 | 64.6 | $261.1B | Technology |
| 21 | LILLY ELI + CO NPV | LLY | 1.95% | $34,712 | 30 | 38.2 | $1.1T | Healthcare |
| 22 | ASML HOLDING NV EUR 0.09 ADR | ASML | 1.73% | $30,798 | 17 | 60.0 | $719.7B | Technology |
| 23 | DELL TECHNOLOGIES INC USD 0.01 | DELL | 1.63% | $29,049 | 54 | 32.2 | $373.6B | Technology |
| 24 | UNITED AIRLINES HOLDINGS INC | UAL | 1.57% | $28,070 | 253 | 10.5 | $36.5B | Industrials |
| 25 | ARCELORMITTAL NPV ADR | MT | 1.57% | $27,964 | 419 | 27.0 | $49.1B | Basic Materials |
| 26 | META PLATFORMS INC USD 0.000006 | META | 1.46% | $26,106 | 36 | 27.1 | $1.9T | Communication Services |
| 27 | BHP GROUP LTD | BHP | 1.42% | $25,367 | 299 | 22.0 | $218.6B | Basic Materials |
| 28 | SHOPIFY INC NPV | SHOP.TO | 1.36% | $24,321 | 164 | 101.6 | $280.1B | Technology |
| 29 | ROBINHOOD MKTS INC USD 0.0001 | HOOD | 1.34% | $23,962 | 213 | 48.8 | $101.4B | Financial Services |
| 30 | BLOOM ENERGY CORP USD 0.0001 | BE | 1.34% | $23,820 | 86 | 346.0 | $85.2B | Industrials |
| 31 | CAMECO CORP NPV | CCO.TO | 1.28% | $22,794 | 263 | 148.5 | $52.9B | Energy |
| 32 | UBER TECHNOLOGIES INC USD 0.00001 | UBER | 0.89% | $15,894 | 232 | 14.7 | $138.6B | Technology |
| 33 | AIRBNB INC USD 0.0001 | ABNB | 0.87% | $15,583 | 97 | 36.7 | $96.4B | Consumer Cyclical |
| 34 | HOWMET AEROSPACE INC NPV | HWM | 0.71% | $12,666 | 56 | 49.5 | $92.5B | Industrials |
| 35 | KLA CORPORATION | KLAC | 0.49% | $8,772 | 45 | 56.2 | $270.3B | Technology |
| 36 | COINBASE GLOBAL INC USD 0.00001 | COIN | 0.29% | $5,219 | 28 | -49.6 | $48.3B | Financial Services |
| 37 | ASE TECHNOLOGY HOLDING CO LTD | ASX | 0.24% | $4,357 | 98 | 51.3 | $104.3B | Technology |