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PCIG

Polen Capital International Growth ETF
1W: -3.4% 1M: -11.4% 3M: -12.2% YTD: -14.1% 1Y: -17.9%
$7.87
-0.23 (-2.84%)
After Hours: $7.89 (+0.02, +0.31%)
ETF AMEX · AUM $27.4M
ETF-Level Metrics
AUM$27M
Holdings24
Top 10 Wt60.2%
Beta0.90
% Profitable48%
Coverage68%
Portfolio Valuation
P/E2.7
P/B0.2
P/S0.4
EV/EBITDA19.7
P/FCF1.7
PEG0.16
Profitability & Returns
Gross Margin52.8%
Net Margin16.5%
ROE9.5%
ROA1.6%
ROIC11.6%
Div Yield0.86%
Leverage & Liquidity
Debt/Equity0.95
Debt/Assets0.16
Net Debt/EBITDA-1.9x
Interest Cov0.5x
Current Ratio0.34
Quick Ratio0.34
Growth (YoY)
Revenue+16.7%
Net Income+54.3%
EPS+53.5%
FCF+47.0%
EBITDA+48.3%
Rev CAGR 3Y+9.8%
Quality Scores
Piotroski F5.8
Altman Z2.36
IS Quality64.2
IS Overall53.4
IS Value52.2
Median P/E16.1

Sector Breakdown

7 sectors
Sector # Holdings Total Weight % Avg P/E
Other 14 34.1%
Technology 5 24.7% 21.8
Healthcare 4 23.1% 6.5
Financial Services 4 13.5% 14.7
Consumer Defensive 4 3.4% -0.4
Consumer Cyclical 1 2.4% 41.5
Industrials 1 1.3% 18.4

Smart Money Overlap

2 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AON Aon plc 6.15% 4 Bullish 1 3 +2.4%
CSL Carlisle Companies Incorporated 1.34% 4 Bullish 11 1 -3.8%
Showing 33 of 33 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 ICON PLC COMMON STOCK EUR.06 ICLR 10.10% $49,876 150 12.9 $7.6B Healthcare
2 SAGE GROUP PLC/THE COMMON STOCK GBP.01051948 SGE 9.38% $46,309 2,980 3.6 $12M Technology
3 US DOLLAR Private 8.21% $40,511 40,511
4 SAP SE COMMON STOCK SAP 7.56% $37,307 199 24.5 $204.8B Technology
5 AON PLC CLASS A COMMON STOCK AON 6.15% $30,379 95 19.0 $70.0B Financial Services
6 SIEMENS HEALTHINEERS AG COMMON STOCK Private SHL 5.76% $28,455 471
7 EVOLUTION AB COMMON STOCK SEK.003 EVO 5.62% $27,768 212 -4.8 $864M Healthcare
8 MEDTRONIC PLC COMMON STOCK USD.1 MDT 4.96% $24,512 293 23.9 $110.6B Healthcare
9 ASML HOLDING NV COMMON STOCK EUR.09 ASML 3.84% $18,958 20 45.4 $507.7B Technology
10 SHOPIFY INC CLASS A COMMON STOCK Private 3.74% $18,450 238
11 ADIDAS AG COMMON STOCK ADS 3.40% $16,772 77 6.5 $2.8B Financial Services
12 BUNZL PLC COMMON STOCK GBP.3214286 Private BNZL 3.39% $16,715 436
13 EXPERIAN PLC COMMON STOCK USD.1 Private EXPN 3.10% $15,282 357
14 HDFC BANK LTD ADR ADR HDB 2.80% $13,834 247 16.1 $130.2B Financial Services
15 MERCADOLIBRE INC COMMON STOCK USD.001 MELI 2.45% $12,072 8 41.5 $82.9B Consumer Cyclical
16 AMADEUS IT GROUP SA COMMON STOCK EUR.01 AMS 2.38% $11,739 188 -5.9 $13M Healthcare
17 TEMENOS AG REG COMMON STOCK CHF5.0 Private TEMN 2.31% $11,423 159
18 ACCENTURE PLC CL A COMMON STOCK USD.0000225 ACN 2.19% $10,807 29 16.1 $124.0B Technology
19 TELEPERFORMANCE COMMON STOCK EUR2.5 Private 1.89% $9,350 101
20 NOVO NORDISK A/S B COMMON STOCK DKK.1 Private NOVOB 1.87% $9,208 69
21 UNILEVER PLC COMMON STOCK GBP.00031111 Private ULVR 1.82% $8,978 185
22 GLOBANT SA COMMON STOCK USD1.2 GLOB 1.72% $8,488 41 19.4 $2.0B Technology
23 CSL LTD COMMON STOCK CSL 1.34% $6,602 36 18.4 $13.7B Industrials
24 LASERTEC CORP COMMON STOCK Private 6920 1.21% $5,962 22
25 LVMH MOET HENNESSY LOUIS VUI COMMON STOCK EUR.3 MC 1.14% $5,605 6 17.4 $4.0B Financial Services
26 DASSAULT SYSTEMES SE COMMON STOCK EUR.1 DSY 0.86% $4,253 93 -0.4 $14M Consumer Defensive
27 DASSAULT SYSTEMES SE COMMON STOCK EUR.1 DSY 0.86% $4,253 93 -0.4 $14M Consumer Defensive
28 DASSAULT SYSTEMES SE COMMON STOCK EUR.1 DSY 0.86% $4,253 93 -0.4 $14M Consumer Defensive
29 DASSAULT SYSTEMES SE COMMON STOCK EUR.1 DSY 0.86% $4,253 93 -0.4 $14M Consumer Defensive
30 KERING COMMON STOCK EUR4.0 Private KER 0.84% $4,149 9
31 DANISH KRONE Private 0.00% $4 28
32 Total Net Assets Private —% $493,712
33 NET OTHER ASSETS Private -0.01%

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms