PO
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Polen Opportunistic High Yield Fund | DDJRXMutual Fund | |
Polen Opportunistic High Yield Fund | |
Last update 2024-12-19 | 6 Stocks (0 new) |
Value $1.00 Mil | Turnover 0 % |
Polen Opportunistic High Yield... Top Holdings of 2024-10-31
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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 | 517.5 | 0% | 47.600 | 0% | 0.160 | +70.16% | +19.31% | 205.6 | Healthcare Providers & Services | |
ASX:BDM | Burgundy Diamond Mines Ltd | 2 | 238.2 | -100.00% | 21.910 | -15.19% | 0.000 | -35.65% | -16.85% | 105.2 | Metals & Mining | |
ASX:BDM | Burgundy Diamond Mines Ltd | 0 | 150.3 | 0% | 13.830 | 0% | 0.000 | -35.65% | -16.85% | 105.2 | Metals & Mining | |
ASX:BDM | Burgundy Diamond Mines Ltd | 541 | 84.9 | 0% | 7.810 | 0% | 0.000 | -35.65% | -16.85% | 105.2 | Metals & Mining | |
ASX:BDM | Burgundy Diamond Mines Ltd | 983,076 | 71.2 | 0% | 6.550 | 0% | 0.070 | -35.65% | -16.85% | 105.2 | Metals & Mining | |
SKIL | Skillsoft Corp | 1,638 | 25.0 | 0% | 2.300 | 0% | 0.020 | +96.50% | +31.30% | 260.6 | Education |
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 | 2024-04-30 | Add | +73.85% | 5.33 ($13.82) 19.5 | $37.81 | 173.59% | Add 1400% | 866 | 8,079 | |
NUTX | Nutex Health Inc | 2024-07-31 | Add | +72.70% | 4.34 ($6.41) 8.48 | $37.81 | 489.86% | Add 900% | 8,656 | 7,790 | |
ASX:BDM | Burgundy Diamond Mines Ltd | 2024-10-31 | Reduce | -15.19% | 0.11 (A$0.13) 0.16 | A$0.07 | -43.08% | Reduce -100% | 2 | -983,074 | |
SKIL | Skillsoft Corp | 2023-12-31 | Reduce | 0% | 13.95 ($17.48) 20.49 | $31.46 | 79.98% | Reduce -0.01% | 1,638 | 0 |
Polen Opportunistic High Yield Fund Total Holding History ($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 |
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Polen Opportunistic High Yield Fund's Hypothetical Growth since 2024-10-31
Polen Opportunistic High Yield Fund's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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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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