PCSG Polen 5Perspectives Small-Mid Growth ETF
Issuer
Polen
Inception
May 18, 2026
AUM
$3.0M
Expense ratio
0.75%
Yield
—
Asset class
Small/Micro Cap Equity
Holdings
0
Last price
$20.28
The Polen 5Perspectives Small-Mid Growth ETF, identified by the ticker PCSG, is an actively managed fund. It focuses its investments on U.S. small and mid-capitalization companies. The strategy involves identifying businesses that exhibit significant growth potential, possess advantageous competitive positions in their respective markets, and are aligned with positive long-term industry trends and economic cycles.
-16.4%
2026-05-18low 18.77 · high 26.072026-11-13
Performance
| 1M | 3M | YTD | 1Y | 3Y ann. | 5Y ann. | |
|---|---|---|---|---|---|---|
| PCSG | -3.9% | -14.2% | — | — | — | — |
| Small/Micro Cap Equity average (23 funds) | +1.8% | -6.4% | +14.7% | +18.8% | +16.1% | +5.1% |
Insider activity in the holdings
Open-market insider buying across this fund’s holdings over 90 days, weighted by holding weight: −$125K net.
| Holding | Weight | Insiders bought | Insiders sold |
|---|---|---|---|
| SRRK SCHOLAR ROCK HLDG CORP USD 0.001 | 0.58% | $12.0M | $0 |
| TTMI TTM TECHNOLOGIES INC USD 0.001 | 0.20% | $3.9M | $0 |
| LSCC LATTICE SEMICONDUCTOR CORP USD 0.01 | 2.03% | $1.0M | $3.1M |
| SEI SOLARIS ENERGY INFRASTRUCTURE INC | 0.15% | $542K | $0 |
| PLSE PULSE BIOSCIENCES INC USD 0.001 | 0.92% | $200K | $0 |
| PGEN PRECIGEN INC NPV | 0.56% | $25K | $2.3M |
| CRL CHARLES RIV LABORATORIES I USD 0.01 | 0.73% | $3K | $20.3M |
Holdings · as of Nov 13, 2026
| # | Holding | Weight |
|---|---|---|
| 1 | EMBJ EMBRAER S A NPV ADR | 3.20% |
| 2 | FROG JFROG LTD NPV | 2.79% |
| 3 | GKOS GLAUKOS CORP USD 0.001 | 2.57% |
| 4 | RBRK RUBRIK INC USD 0.000025 | 2.57% |
| 5 | LFUS LITTELFUSE INC USD 0.01 | 2.42% |
| 6 | OSCR OSCAR HEALTH INC USD 0.00001 | 2.39% |
| 7 | TWLO TWILIO INC USD 0.001 | 2.33% |
| 8 | HNGE HINGE HEALTH INC USD 0.00001 | 2.27% |
| 9 | XMTR XOMETRY INC USD 0.000001 | 2.23% |
| 10 | DOCN DIGITALOCEAN HLDGS INC USD 0.000025 | 2.09% |
| 11 | BWXT BWX TECHNOLOGIES INC USD 0.01 | 2.04% |
| 12 | LSCC LATTICE SEMICONDUCTOR CORP USD 0.01 | 2.03% |
| 13 | TWST TWIST BIOSCIENCE CORP USD 0.00001 | 1.98% |
| 14 | SITM SITIME CORP USD 0.0001 | 1.95% |
| 15 | W WAYFAIR INC USD 0.001 | 1.76% |
| 16 | NTSK NETSKOPE INC USD 0.0001 | 1.69% |
| 17 | MTSI MACOM TECHNOLOGY SOLUTIONS HOL INC | 1.68% |
| 18 | SN SHARKNINJA INC USD 0.0001 | 1.65% |
| 19 | LTH LIFE TIME GROUP HLDGS INC USD 0.01 | 1.63% |
| 20 | GH GUARDANT HEALTH INC USD 0.00001 | 1.50% |
| 21 | BLLN BILLIONTOONE INC USD 0.00001 | 1.48% |
| 22 | DOCS DOXIMITY INC USD 0.001 | 1.47% |
| 23 | BEN FRANKLIN T COM USD0.10 | 1.47% |
| 24 | YOU CLEAR SECURE INC USD 0.00001 | 1.44% |
| 25 | CAKE CHEESECAKE FACTORY INC USD 0.01 | 1.43% |
| 26 | CW CURTISS WRIGHT CORP USD 1.0 | 1.41% |
| 27 | ASND ASCENDIS PHARMA AS NPV | 1.36% |
| 28 | FTI TECHNIPFMC PLC USD 1.0 | 1.32% |
| 29 | BE BLOOM ENERGY CORP USD 0.0001 | 1.32% |
| 30 | BTSG BRIGHTSPRING HEALTH SVCS USD 100.0 | 1.31% |
| 31 | CECO CECO ENVIRONMENTAL CORP USD 0.01 | 1.31% |
| 32 | JAZZ JAZZ PHARMACEUTICALS PLC USD 0.0001 | 1.30% |
| 33 | VICR VICOR CORP USD 0.01 | 1.29% |
| 34 | LASR NLIGHT INC USD 0.0001 | 1.27% |
| 35 | MEDP MEDPACE HLDGS INC USD 0.01 | 1.26% |
| 36 | CPA COPA HOLDI NPV CLASS A | 1.26% |
| 37 | RNG RINGCENTRAL INC USD 0.0001 | 1.24% |
| 38 | ZGN ERMENEGILDO ZEGNA NV USD 0.0001 | 1.24% |
| 39 | MOD MODINE MFG CO USD 0.625 | 1.20% |
| 40 | SMTC SEMTECH CORP USD 0.01 | 1.19% |
| 41 | URBN URBAN OUTFITTERS INC USD 0.0001 | 1.16% |
| 42 | AEIS ADVANCED ENERGY INDS INC USD 0.001 | 1.15% |
| 43 | CCO.TO CAMECO CORP NPV | 1.15% |
| 44 | FORM FORMFACTOR INC USD 0.001 | 1.15% |
| 45 | PRAX PRAXIS PRECISION MEDICIN USD 0.0001 | 1.15% |
| 46 | VCTR VICTORY CAP HLDGS INC DEL USD 0.01 | 1.13% |
| 47 | AFRM AFFIRM HLDGS INC USD 0.00001 | 1.13% |
| 48 | ORKA ORUKA THERAPEUTICS INC USD 0.001 | 1.11% |
| 49 | VSEC VSE CORP USD 0.05 | 1.06% |
| 50 | WT WISDOMTREE INC USD 0.01 | 1.05% |
| 51 | NBIX NEUROCRINE BIOSCIENCES IN USD 0.001 | 1.04% |
| 52 | VSXY VICTORIAS SECRET + CO USD 0.01 | 1.01% |
| 53 | RHP RYMAN HOSP COM USD0.01 | 1.00% |
| 54 | CVNA CARVANA CO USD 0.001 | 0.98% |
| 55 | ETSY ETSY INC USD 0.001 | 0.97% |
| 56 | PLSE PULSE BIOSCIENCES INC USD 0.001 | 0.92% |
| 57 | BBIO BRIDGEBIO PHARMA INC USD 0.001 | 0.90% |
| 58 | SOFI SOFI TECHNOLOGIES INC USD 0.0001 | 0.85% |
| 59 | TGTX TG THERAPEUTICS INC USD 0.001 | 0.78% |
| 60 | XPO XPO INC USD 0.001 | 0.77% |
| 61 | CRL CHARLES RIV LABORATORIES I USD 0.01 | 0.73% |
| 62 | P EVERPURE INC USD 0.0001 | 0.73% |
| 63 | LGND LIGAND PHARMACEUTICALS IN USD 0.001 | 0.63% |
| 64 | 0VAG.L NOVANTA INC NPV | 0.62% |
| 65 | ARQT ARCUTIS BIOTHERAPEUTICS USD 0.0001 | 0.59% |
| 66 | SRRK SCHOLAR ROCK HLDG CORP USD 0.001 | 0.58% |
| 67 | PGEN PRECIGEN INC NPV | 0.56% |
| 68 | KNSA KINIKSA PHARMACEUTICAL USD 0.000273 | 0.56% |
| 69 | JMKE JERSEY MIKES SUBS INC USD 0.0001 | 0.56% |
| 70 | MRCY MERCURY SYSTEMS INC USD 0.01 | 0.49% |
| 71 | MBX MBX BIOSCIENCES INC USD 0.0001 | 0.45% |
| 72 | ESTA ESTABLISHMENT LABS HOLDINGS USD 1.0 | 0.45% |
| 73 | ERO.TO ERO COPPER CORP NPV | 0.43% |
| 74 | DGII DIGI INTL INC USD 0.01 | 0.39% |
| 75 | LIND LINDBLAD EXPEDITIONS HLD USD 0.0001 | 0.34% |
| 76 | BMNR BITMINE IMMERSION TECNOL USD 0.0001 | 0.26% |
| 77 | MHK MOHAWK INDS INC USD 0.01 | 0.25% |
| 78 | AIR AAR CORP COM USD1 | 0.24% |
| 79 | HUT HUT 8 CORP USD 0.01 | 0.21% |
| 80 | PTGX PROTAGONIST THERAPEUTIC USD 0.00001 | 0.21% |
| 81 | MRX MAREX GROUP LTD NPV | 0.20% |
| 82 | TTMI TTM TECHNOLOGIES INC USD 0.001 | 0.20% |
| 83 | QXO QXO INC USD 0.00001 | 0.19% |
| 84 | FPS FORGENT PWR SOLUTIONS I USD 0.00001 | 0.19% |
| 85 | SEI SOLARIS ENERGY INFRASTRUCTURE INC | 0.15% |
Sector breakdown
Technology35.5%
Industrials19.5%
Healthcare19.3%
Consumer Cyclical9.8%
Financial Services7.2%
Energy5.8%
Communication Services1.9%
Basic Materials1.0%
Country breakdown
United States93.3%
Brazil2.7%
Canada2.1%
Mexico1.8%
Distributions
No distributions on file.
Members of Congress who disclosed this ETF
No member of Congress has disclosed a trade in PCSG in the filings we hold.
Fund facts, prices, performance and distributions: our market-data vendor. Holdings: the vendor and SEC Form N-PORT. Insider and Congress data: InsiderBuying. Last updated Nov 13, 2026. This is historical data, not investment advice. Report a data error