Polen 5Perspectives Large Growth ETFPCLC

$22.97

+0.4% last session

[…] YTD

Data as of 11/4/20264:00 PM ET · End-of-day

Dividend-adjusted total return · May 18, 2026 – Nov 4, 2026PCLC

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	+0.4%	−13.0%	−6.6%	—	—	—	—	−5.7%
Peer average	+0.7%	−6.6%	−3.6%	+5.0%	+4.0%	+84.4%	+55.0%	—
S&P 500 · VOO	+1.6%	−1.6%	0.0%	+13.4%	+13.5%	+91.7%	+81.2%	—

Key Statistics

Open all fund facts →

AUM: $2M
Expense ratio: 0.50%
Distribution yield: 0.0%
NAV: $22.63
Volume: 8
Avg. volume 30D: 1K
High today: $22.97
Low today: $22.97
Previous close: $22.88
52-week high: $26.40
52-week low: $22.17
Our risk indicator: 4/5

PCLC in One Breath

PCLC Among Growth ETFs

YTD

#1GARYMango+28.1%$288M

#2QTAPInnovator+17.7%$19.6M

#3SGRTSmart+17.1%$59.4M

#4GQQQAstoria+16.1%$168M

#5QQQGPacer+15.3%$52.2M

#6DARPGrizzle+15.1%$38.5M

#7BULPacer+15.1%$131M

#8TUGShelton Capital+15.0%$34.8M

#9LGROALPS+14.5%$139M

End-of-day Nov 5, 2026 · 92 Growth ETFs by YTD

$10,000 in PCLC

$10,000 in PCLC became

$9,433

In the S&P 500 (VOO)

$10,438

Total return, dividends in · May 18, 2026 – Nov 4, 2026 · S&P 500 uses VOO

PCLC’s Top Holdings

Today

NVDANvidia 0.00111.3%TSLA6.3%GOOGL5.8%AMZN5.0%SPCX4.9%AMD4.2%AAPL4.0%LLY4.0%TSM3.9%CVNA3.9%AVGO3.7%META3.1%MSFT3.0%PLTR3.0%GS2.3%MU2.1%CRWD2.1%NBIS2.0%ANET1.8%SHOP.TO1.8%DELL1.8%Other

NVDANvidia 0.00111.3%TSLA6.3%GOOGL5.8%AMZN5.0%SPCX4.9%AMD4.2%AAPL4.0%LLY4.0%TSM3.9%CVNA3.9%AVGOMETAOther

TechnologyConsumer CyclicalCommunication ServicesIndustrialsFinancial ServicesOther

Polen PCLC · 0 holdings · tile size = share of the fund · as of Nov 4, 2026

What PCLC Holds

Today

Technology56.4%

NVDA 11.3 · AMD 4.2 · AAPL 4.0 · TSM 3.9 · AVGO 3.7 · MSFT 3.0 · PLTR 3.0

Consumer Cyclical17.6%

TSLA 6.3 · AMZN 5.0 · CVNA 3.9 · ABNB 1.8 · VIK

Communication Services11.3%

GOOGL 5.8 · META 3.1

Industrials8.7%

SPCX 4.9 · UAL 1.8 · BE 1.5 · EMR

Financial Services3.9%

GS 2.3 · HOOD · MSCI

Basic Materials3.0%

BHP 1.5 · MT

Healthcare7.3%

LLY 4.0 · MRNA 1.1 · TMO 1.1 · HCA · UNH

Polen PCLC · share of the fund by sector · as of Nov 4, 2026

Nvidia’s Share of PCLC

Today

11.3%

$113 of every $1,000 in PCLC is Nvidia

Nvidia held by PCLC

$232K

Most Nvidia per dollar

SMH20.6%

SMHX20.1%

GXPT19.9%

FDG19.0%

Polen PCLC · each square = $10 of $1,000 · as of Nov 4, 2026

PCLC’s Share of Growth ETFs

Today

0.0%

of the $566B in 113 Growth ETFs

PCLC$2.1M0.0%

VUG$233B41.1%

IWF$120B21.2%

110 others$213B37.6%

Growth ETF AUM · Nov 5, 2026

PCLC Fee per $100 vs Peers

Today

$0.50a year
per $100

$50 a year on $10,000

VUG$0.03

IUSG$0.04

MGK$0.05

VONG$0.06

IWF$0.18

PCLC$0.50

Expense ratio · Growth peers · Nov 5, 2026

Inside PCLC

as of Nov 4, 2026

PCLC

Polen 5Perspectives Large Growth ETF

Today

Technology56.4%NVDA11.3%AMD4.2%AAPL4.0%TSM3.9%AVGO3.7%MSFT3.0%PLTR3.0%MU2.1%CRWD2.1%NBIS2.0%ANETSHOP.TDELLNET5 moreConsumer Cyclical17.6%TSLA6.3%AMZN5.0%CVNA3.9%ABNBCommunication Services11.3%GOOGL5.8%META3.1%Industrials8.7%SPCX4.9%UALBE Financial Services3.9%GS HOODBasic Materials3.0%BHPMTHealthcare7.3%LLY4.0%MRNATMOHCAUNH

Technology56.4%NVDA11.3%AMDAAPL4.0%TSM3.9%AVGO3.7%MSFT13 more holdings26.3% of the fundConsumer Cyclical17.6%TSLA6.3%AMZN5.0%CVNACommunication Services11.3%GOOGL5.8%METAIndustrials8.7%SPCX4.9%UALBE Financial Services3.9%GS HOODBHPHealthcare7.3%LLYMRNA

#	Ticker	Company	Weight ▼
1	NVDA	Nvidia 0.001	11.28%
2	TSLA	Tesla 0.001	6.28%
3	GOOGL	Alphabet	5.80%
4	AMZN	Amazon 0.01	5.05%
5	SPCX	Space Expl Technologies C 0.001	4.90%
6	AMD	Advanced Micro Devices 0.01	4.20%
7	AAPL	Apple 0.00001	3.98%
8	LLY	Lilly ELI + NPV	3.95%
9	TSM	Taiwan Semiconductor M TWD 10.0	3.94%
10	CVNA	Carvana 0.001	3.94%

TechnologyConsumer CyclicalCommunication ServicesIndustrialsFinancial ServicesBasic MaterialsHealthcareEnergy

Polen PCLC · current holdings by weight · as of Nov 4, 2026 · each tile is one holding · top 20 = 78.3%

How It Compares

PCLC

Polen 5Perspectives Large Growth ETF’s Peers

YTD

		Trend
VUG	VanguardRead Desk		0.03%	+6.3%	+3.4%	$232.9B
IWF	iSharesRead Desk		0.18%	−0.1%	−3.0%	$120.2B
VONG	VanguardRead Desk		0.06%	+0.1%	−2.8%	$47.1B
MGK	VanguardRead Desk		0.05%	+6.6%	+4.1%	$34.9B
IUSG	iSharesRead Desk		0.04%	+11.1%	+9.5%	$32.6B
PCLC	PolenThis fundRead Desk	New fund	0.50%	new	new	$2M

Growth peers · YTD and past-year returns · as of Nov 5, 2026 · sorted by AUM

Head to Head

Put PCLC head to head with VUG →

VUG vs PCLC

YTD

VUGVanguard · GrowthPCLCPolen · Growth

Year to date

+6.3%

[…]

Level

Past year

+3.4%

[…]

Level

Fee

0.03%

0.50%

VUG winslower fee

Yield

0.4%

0.0%

VUG wins+0.4 pts

AUM

$233B

$2.1M

VUG113141.5× more

2–0VUG wins

Vanguard VUG and Polen PCLC · year-to-date · as of Nov 5, 2026 · AUM not scored

PCLC vs Its Peer Average

YTD

PCLCAvsBPeer average

1D+0.4%+0.7%

1M−13.0%−6.6%

3M−6.6%−3.6%

YTD[…]+5.0%

1Y[…]+4.0%

3Y[…]+84.4%

5Y[…]+55.0%

0–3Peer average wins

112 Growth peers · each row scaled to its leader

The Details

PCLC

Risk

4/5our risk indicator

CalmerBumpier

Volatility · 1Y[…]

Deepest drop · 1Y[…]

Lowest point · 5Y−7.1%

52-week range

$22.97

$22.17−13.0% from the high$26.40

Polen PCLC · past-year price moves · as of Nov 5, 2026

PCLC

Fund Facts

Today

2026launched May 18

Tracks[…]

Exchange · CUSIPAMEX · 36087T353

StructureETF

Leverage1x

Cost on $10,000$50 a year

Go deeper

Prospectus & documents Trading & liquidity Fees & costs Distributions

Polen PCLC · fund facts · as of Nov 5, 2026

PCLC

Payouts by Year

Today

$0no payouts on record

PCLC does not pay a distribution.

Distribution yield0.0%

Paid[…]

Latest ex-date · paid[…]

12 payouts added up[…]

Polen PCLC · distributions by ex-date

All Fund FactsDocuments · trading · fees · every payout

Prospectus & Documents

Official documents are being connected from SEC EDGAR: […]. Read the issuer’s prospectus before investing.

Trading & Liquidity

Net asset value$22.63

Premium / discount[…]

Median spread · 30D[…]

Volume today8

Average volume · 30D1K

Shares outstanding[…]

Options[…]

Fees & Costs

Net expense ratio0.50%

Gross expense ratio[…]

Management fee[…]

Cost on $10,000 a year$50.00

Our risk indicator4/5

Estimated yearly cost excludes trading costs and assumes constant assets.

Distributions

No payouts on record: […]

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