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Polen Focus Growth ETF (PCLG)

ETF overview

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.

CountryUnited States of America
ExchangeAMEX
Trades inUSD
Current price
23.24 USD+0.04%
Close 21 Oct 2026
Interval
Benchmarks

Fund facts

Expense ratio
0.69%
Fund assets
91.11M USD (all share classes)
Issuer
Polen
Inception date
Sep 30, 2025
Number of holdings
28

Breakdown

Holdings (28)

NameTickerWeight
MICROSOFT COM USD0.00000625MSFT9.52%
NVIDIA CORP USD 0.001NVDA7.31%
SERVICENOW INC USD 0.001NOW6.77%
VISA INC USD 0.0001V6.12%
ALPHABET INC CLASS CGOOG6.06%
MASTERCARD INCMA6.00%
AMAZON COM INC USD 0.01AMZN5.92%
BROADCOM INC NPVAVGO5.63%
LILLY ELI + CO NPVLLY5.18%
SHOPIFY INC NPVSHOP.TO4.66%
and 15 more

Similar ETFs

Overlap is the share of assets the two funds hold in common.

Historical returns do not guarantee future returns. This is not investment advice.

Polen Focus Growth ETF (PCLG)

PCLG · AMEX
23.24 USD+0.04%
Sign up to track this ETF
Benchmarks
Fund facts
Expense ratio
0.69%
Fund assets
91.11M USD (all share classes)
Issuer
Polen
Inception date
Sep 30, 2025
Number of holdings
28
Breakdown
Holdings (28)
NameTickerWeight
MICROSOFT COM USD0.00000625MSFT9.52%
NVIDIA CORP USD 0.001NVDA7.31%
SERVICENOW INC USD 0.001NOW6.77%
VISA INC USD 0.0001V6.12%
ALPHABET INC CLASS CGOOG6.06%
MASTERCARD INCMA6.00%
AMAZON COM INC USD 0.01AMZN5.92%
BROADCOM INC NPVAVGO5.63%
LILLY ELI + CO NPVLLY5.18%
SHOPIFY INC NPVSHOP.TO4.66%
and 15 more
ETF overview

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.

CountryUnited States of America
Trades inUSD
Similar ETFs

Overlap is the share of assets the two funds hold in common.

Historical returns do not guarantee future returns. This is not investment advice.

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