Polianta Ltd Buys SPDR Select Sector Fund - Technology, MongoDB Inc, Match Group Inc, Sells Vanguard Communication Services, Vanguard Consumer Discretion, Vanguard Materials

• New Purchases: XLK, MDB, 4MGN, AMED, LULU, RH, RGEN, LITE, CDK, SRE, NOV, NVRO, MSCI, HUBB, BIIB, KO, EV, MS, AMP, WORK, GWW, OKTA, THO, TYL, XLRN, ALK, MIDD, CSL, CHD, SPGI, VVV, ALL, BDX, CCOI, CLGX, SRPT, HLI, RJF, CHWY, BKNG, WWD, MCO, BURL, NBL, WSM, CXO, APA,
• Added Positions: CRUS, PG, RE,
• Reduced Positions: VCR, VAW, VUG, SCHG, VV, NVDA, ENPH, HOLX, ABBV, FTDR, PFPT,
• Sold Out: VOX, DHR, MTCH, HUM, ATH, AES, NLOK, NVCR, PINS, RACE, BLL, DPZ, HPQ, POST, POOL, KMI, EVRG, TREX, EXP, HIG, QCOM, AJG, ATR, DOV, LDOS, MEDP, JAZZ, QRVO, GNTX, FBHS, CHTR, COG, VST, DISH, RSG, SIRI, SYF, MRTX, ACGL, NUVA, AN, WM, BLD, CZZ,

For the details of Polianta Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/polianta+ltd/current-portfolio/portfolio

1. Invesco Water Resources ETF (PHO) - 482,600 shares, 11.36% of the total portfolio.
2. Vanguard Growth (VUG) - 58,400 shares, 7.64% of the total portfolio. Shares reduced by 28.52%
3. Schwab U.S. Large-Cap Growth (SCHG) - 115,600 shares, 7.60% of the total portfolio. Shares reduced by 28.06%
4. SPDR Select Sector Fund - Technology (XLK) - 109,800 shares, 7.43% of the total portfolio. New Position
5. Vanguard Consumer Discretion (VCR) - 57,300 shares, 7.42% of the total portfolio. Shares reduced by 34.81%

Polianta Ltd initiated holding in SPDR Select Sector Fund - Technology. The purchase prices were between $76.54 and $104.63, with an estimated average price of $93.77. The stock is now traded at around $108.11. The impact to a portfolio due to this purchase was 7.43%. The holding were 109,800 shares as of .

Polianta Ltd initiated holding in MongoDB Inc. The purchase prices were between $120.47 and $238.38, with an estimated average price of $184.32. The stock is now traded at around $236.60. The impact to a portfolio due to this purchase was 0.75%. The holding were 5,100 shares as of .

Polianta Ltd initiated holding in Match Group Inc. The purchase prices were between $70.73 and $132.04, with an estimated average price of $102.47. The stock is now traded at around $82.30. The impact to a portfolio due to this purchase was 0.74%. The holding were 23,095 shares as of .

Polianta Ltd initiated holding in Amedisys Inc. The purchase prices were between $169.77 and $213.81, with an estimated average price of $186.63. The stock is now traded at around $204.84. The impact to a portfolio due to this purchase was 0.72%. The holding were 5,600 shares as of .

Polianta Ltd initiated holding in RH. The purchase prices were between $86.19 and $255.26, with an estimated average price of $179.32. The stock is now traded at around $260.59. The impact to a portfolio due to this purchase was 0.71%. The holding were 4,400 shares as of .

Polianta Ltd initiated holding in Lululemon Athletica Inc. The purchase prices were between $181.25 and $323.74, with an estimated average price of $254.26. The stock is now traded at around $315.20. The impact to a portfolio due to this purchase was 0.71%. The holding were 3,500 shares as of .

Polianta Ltd added to a holding in Cirrus Logic Inc by 29.93%. The purchase prices were between $56.96 and $78.28, with an estimated average price of $68.31. The stock is now traded at around $64.10. The impact to a portfolio due to this purchase was 0.16%. The holding were 17,800 shares as of .

Polianta Ltd added to a holding in Procter & Gamble Co by 24.29%. The purchase prices were between $109.33 and $124.69, with an estimated average price of $116.42. The stock is now traded at around $122.48. The impact to a portfolio due to this purchase was 0.13%. The holding were 8,700 shares as of .

Polianta Ltd sold out a holding in Vanguard Communication Services. The sale prices were between $72.4 and $97.97, with an estimated average price of $88.25.

Polianta Ltd sold out a holding in Danaher Corp. The sale prices were between $128.7 and $176.83, with an estimated average price of $161.23.

Polianta Ltd sold out a holding in Match Group Inc. The sale prices were between $61.61 and $107.05, with an estimated average price of $83.1.

Polianta Ltd sold out a holding in Humana Inc. The sale prices were between $291.63 and $410.65, with an estimated average price of $373.06.

Polianta Ltd sold out a holding in The AES Corp. The sale prices were between $11.61 and $14.97, with an estimated average price of $13.16.

Polianta Ltd sold out a holding in Athene Holding Ltd. The sale prices were between $21.47 and $37.25, with an estimated average price of $27.9.