PBSIX
Polen 5Perspectives Small Growth Fund
FundVantage Trust

Portfolio concentration

As of January 30, 2026 · N-PORT
Holdings
86
Top-10 weight
29.50%
Effective holdings ?
56
Crowding ?
348.6

Holdings

As of January 30, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 BLOOM ENERGY CORP CL A 12,773 $1.93M 3.99%
2 VSE CORP 7,593 $1.66M 3.42%
3 POWELL INDUSTRIES INC 3,615 $1.60M 3.31%
4 BWX TECHNOLOGIES INC 7,595 $1.56M 3.22%
5 BROOKDALE SR 102,499 $1.54M 3.17%
6 CECO ENVIRONMNTL 19,118 $1.29M 2.66%
7 FIGURE TECHNOLOGY SOLUTIONS INC A 21,774 $1.24M 2.55%
8 MODINE MFG CO 6,583 $1.22M 2.51%
9 SOLARIS OIL IN-A 21,331 $1.18M 2.43%
10 SPHERE ENTERTAINMENT CO 11,451 $1.09M 2.25%
11 ARGAN INC 3,049 $1.06M 2.18%
12 GENEDX HOLDINGS CORP-A 10,642 $1.02M 2.11%
13 DREY-GVT CSH-I MISXX 1,022,376 $1.02M 2.11%
14 CARPENTER TECHNOLOGY CORP 3,095 $983.68K 2.03%
15 MIRION TECHNOLOGIES INC-A 38,843 $964.86K 1.99%
16 IES HOLDINGS INC 2,527 $960.99K 1.98%
17 HURON CONSULTING GROUP INC 5,620 $949.78K 1.96%
18 GUARDANT HEALTH INC 7,952 $906.85K 1.87%
19 PLANET LABS PBC A 35,616 $889.33K 1.83%
20 ADAPTIVE BIOTECHNOLOGIES CORP 44,305 $819.64K 1.69%
21 TRANSMEDICS GROUP INC 5,981 $801.30K 1.65%
22 Corp. America Airports SA CAAP 26,547 $786.85K 1.62%
23 ERO COPPER CORP 23,307 $781.02K 1.61%
24 KRATOS DEFENSE and SEC SOLTN INC 6,578 $677.60K 1.40%
25 XOMETRY INC-A 11,368 $649.45K 1.34%
26 BRIDGEBIO PHARMA INC 8,353 $645.44K 1.33%
27 JOBY AVIATION INC 60,087 $635.12K 1.31%
28 REALREAL INC/THE 43,218 $634.01K 1.31%
29 CLEAR SECURE INC 19,405 $632.99K 1.30%
30 LIQUIDIA TECHNOLOGIES INC 14,620 $619.74K 1.28%
31 ESTABLISHMENT LABS HOLDINGS INC ESTA 8,953 $610.15K 1.26%
32 CONSTRUCTION PARTNERS INC CL A 5,420 $595.55K 1.23%
33 OPENLANE INC 19,605 $588.93K 1.21%
34 HOWARD HUGHES HOLDINGS INC 7,107 $580.36K 1.20%
35 PROTAGONIST THERAPEUTICS INC 7,071 $578.41K 1.19%
36 AXOS FINANCIAL INC 5,619 $556.22K 1.15%
37 MILLICOM INTL CELL SA TIGO 9,035 $551.41K 1.14%
38 WAYFAIR INC- A 5,144 $532.35K 1.10%
39 MIRUM PHARMACEUTICALS INC 5,143 $530.86K 1.09%
40 PRAXIS PRECISION MEDICINES INC 1,602 $503.03K 1.04%
41 SCHOLAR ROCK HOLDING CORP 10,559 $468.19K 0.97%
42 AMPRIUS TECHNOLOGIES INC 37,190 $462.64K 0.95%
43 GREEN BRICK PARTNERS INC 6,630 $460.06K 0.95%
44 UPWORK INC 22,094 $442.54K 0.91%
45 CHEESECAKE FACTORY INC 7,271 $421.43K 0.87%
46 VICTORY CAPITAL HOLDINGS INC CL A 5,704 $402.30K 0.83%
47 ARTIVION INC 9,719 $396.24K 0.82%
48 NLIGHT INC 8,631 $393.66K 0.81%
49 CREDO TECHNOLOGY GROUP HOLDING LTD 3,133 $392.50K 0.81%
50 ALPHATEC HOLDINGS INC 25,607 $379.75K 0.78%
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