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PCLG

Polen Focus Growth ETF·ARCA
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Key Stats

Assets Under Management
97.87MUSD
Fund Flows (1Y)
2.07MUSD
Dividend Yield
0.04%
Discount/Premium to NAV
-0.03%
Shares Outstanding
5.07M
Expense Ratio
0.49%

About Polen Focus Growth ETF

Issuer
Polen Capital Credit, LLC
Brand
Polen
Inception Date
Sep 30, 2025
Structure
Open-Ended Fund
Index Tracked
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Management Style
Active
Dividend Treatment
Distributes
Distribution Tax Treatment
Qualified dividends
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
Polen Capital Management LLC
Distributor
Foreside Funds Distributors LLC
PCLG seeks to deliver the benefits of our time-tested Focus Growth strategy in a cost-effective, tax-efficient ETF format. PCLG is focused on generating long-term growth by building a concentrated portfolio of competitively advantaged businesses with potential for sustainable, above-average earnings growth.

Classification

Asset Class
Equity
Category
Size and Style
Focus
Large Cap
Niche
Growth
Strategy
Active
Geography
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Weighting Scheme
Proprietary
Selection Criteria
Proprietary

Analysis

Holdings

Symbol

Ratio

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AMZN

Amazon.com
9.75%
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MSFT

Microsoft
7.71%
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LLY

Eli Lilly
6.58%
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GOOG

Alphabet C
6.48%
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MA

Mastercard
5.82%
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AVGO

Broadcom
5.78%

Symbol

Ratio

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V

Visa
5.45%
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ORCL

Oracle
4.90%
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NVDA

Nvidia
4.45%
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SHOP

Shopify
3.95%

Top 10 Weight 60.87%

10 Total Holdings

See all holdings

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Volume Profile

Trade Flow Insight

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