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Polen Opportunistic High Yield Fund | DDJRXMutual Fund | |
| Polen Opportunistic High Yield Fund | |
| Last update 2025-06-27 | 5 Stocks (0 new) |
| Value $1.00 Mil | Turnover 3 % |
Polen Opportunistic High Yield... Top Holdings of 2025-04-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUTX | Nutex Health Inc | 8,656 | 453.2 | 0% | 50.250 | 0% | 0.160 | -31.50% | +215.59% | 555.6 | Healthcare Providers & Services | |
NUTX | Nutex Health Inc | 2 | 220.2 | 0% | 24.410 | 0% | 0.000 | -31.50% | +215.59% | 555.6 | Healthcare Providers & Services | |
NUTX | Nutex Health Inc | 0 | 128.1 | Sold Out | 14.200 | -48.77% | 0.000 | -31.50% | +215.59% | 555.6 | Healthcare Providers & Services | |
NUTX | Nutex Health Inc | 541 | 46.5 | 0% | 5.160 | 0% | 0.010 | -31.50% | +215.59% | 555.6 | Healthcare Providers & Services | |
SKIL | Skillsoft Corp | 1,638 | 31.3 | 0% | 3.470 | 0% | 0.020 | -28.66% | -38.61% | 126.1 | Education | |
ASX:BDM | Burgundy Diamond Mines Ltd | 983,076 | 22.7 | +181,614.60% | 2.510 | +2.51% | 0.070 | -15.00% | -61.80% | 48.3 | Metals & Mining |
Polen Opportunistic High Yield Fund's Historical Top Holdings Breakdowns
Polen Opportunistic High Yield Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NUTX | Nutex Health Inc | 2025-04-30 | Sold Out Sold Out | -48.77% | 41.15 ($74.36) 149 | $100.01 | 34.49% | Sold Out | 0 | -8,656 | |
ASX:BDM | Burgundy Diamond Mines Ltd | 2025-04-30 | Add Add | +2.51% | 0.04 (A$0.05) 0.07 | A$0.03 | -32.00% | Add 181614.6% | 983,076 | 982,535 | |
ASX:BDM | Burgundy Diamond Mines Ltd | 2025-01-31 | New Buy New Buy | +5.53% | 0.05 (A$0.09) 0.12 | A$0.03 | -62.22% | New holding | 541 | 541 | |
SKIL | Skillsoft Corp | 2025-01-31 | Sold Out Sold Out | -2.30% | 14.41 ($20.89) 32.08 | $14.71 | -29.58% | Sold Out | 0 | -1,638 | |
ASX:BDM | Burgundy Diamond Mines Ltd | 2024-10-31 | Reduce Reduce | -15.19% | 0.11 (A$0.13) 0.16 | A$0.03 | -73.85% | Reduce -100% | 2 | -983,074 | |
NUTX | Nutex Health Inc | 2024-07-31 | Add Add | +72.70% | 4.34 ($6.41) 8.48 | $100.01 | 1,460.22% | Add 900% | 8,656 | 7,790 | |
NUTX | Nutex Health Inc | 2024-04-30 | Add Add | +73.85% | 5.33 ($13.82) 19.5 | $100.01 | 623.66% | Add 1400% | 866 | 8,079 | |
SKIL | Skillsoft Corp | 2023-12-31 | Reduce Reduce | 0% | 13.95 ($17.48) 20.49 | $14.71 | -15.85% | Reduce -0.01% | 1,638 | 0 |
Polen Opportunistic High Yield Fund Total Holding History ($B)
Polen Opportunistic High Yield Fund's Asset Allocation
Polen Opportunistic High Yield Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Polen Opportunistic High Yield Fund's Hypothetical Growth since 2025-04-30
Polen Opportunistic High Yield Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Polen Opportunistic High Yield Fund's Holdings Heat Map
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Polen Opportunistic High Yield Fund's Holdings Bubble Chart
Polen Opportunistic High Yield Fund News
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