Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Polen Growth Fund FundVantage Trust · 26 lines · as of Apr 30, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Polen Growth Fund |
|---|---|
| Broadcom Inc | 7.53 % |
| Microsoft Corp | 7.16 % |
| Alphabet Inc | 6.57 % |
| Amazon.com Inc | 6.26 % |
| Oracle Corp | 5.61 % |
| Eli Lilly & Co | 5.48 % |
| NVIDIA Corp | 5.00 % |
| Visa Inc | 4.73 % |
| Mastercard Inc | 4.68 % |
| Shopify Inc | 4.59 % |
| ServiceNow Inc | 4.09 % |
| MSCI Inc | 3.69 % |
| Starbucks Corp | 3.55 % |
| Vanguard Growth ETF | 3.18 % |
| Zoetis Inc | 3.07 % |
| Vanguard Russell 1000 Growth ETF | 3.05 % |
| Aon PLC | 2.59 % |
| Synopsys Inc | 2.44 % |
| IDEXX Laboratories Inc | 2.44 % |
| Airbnb Inc | 2.29 % |
| Lam Research Corp | 2.17 % |
| Intuitive Surgical Inc | 2.16 % |
| Meta Platforms Inc | 1.90 % |
| Uber Technologies Inc | 1.42 % |
| Accenture PLC | 1.35 % |
| Rollins Inc | 0.95 % |
1 funds, 26 lines read.