Polen 5Perspectives Small Growth Fund Institutional Class (PBSIX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
20.28
-0.72 (-3.43%)
At close: May 18, 2026
PBSIX Holdings Information
PBSIX is a mutual fund with a total of 84 individual holdings. The top holdings are Bloom Energy stock at 3.41%, Modine Manufacturing Company at 3.10%, Brookdale Senior Living at 3.04%, VSE Corporation at 3.04%, and Sphere Entertainment Co. at 2.92%.
Total Holdings
84
Top 10 Percentage
29.38%
Asset Class
Equity
Fund Category
Small Growth
Assets
61.38M
Forward PE Ratio
28.79
Breakdown by Sector
Top 25 Holdings
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | BE | Bloom Energy Corporation | 3.41% |
| 2 | MOD | Modine Manufacturing Company | 3.10% |
| 3 | BKD | Brookdale Senior Living Inc. | 3.04% |
| 4 | VSEC | VSE Corporation | 3.04% |
| 5 | SPHR | Sphere Entertainment Co. | 2.92% |
| 6 | DOCN | DigitalOcean Holdings, Inc. | 2.91% |
| 7 | POWL | Powell Industries, Inc. | 2.88% |
| 8 | BWXT | BWX Technologies, Inc. | 2.76% |
| 9 | YOU | Clear Secure, Inc. | 2.68% |
| 10 | CRS | Carpenter Technology Corporation | 2.64% |
| 11 | CECO | CECO Environmental Corp. | 2.57% |
| 12 | AGX | Argan, Inc. | 2.51% |
| 13 | PL | Planet Labs PBC | 2.40% |
| 14 | SEI | Solaris Energy Infrastructure, Inc. | 2.36% |
| 15 | FSLY | Fastly, Inc. | 2.30% |
| 16 | IESC | IES Holdings, Inc. | 2.28% |
| 17 | BELFB | Bel Fuse Inc. | 2.19% |
| 18 | n/a | Us Dollar | 1.62% |
| 19 | GH | Guardant Health, Inc. | 1.59% |
| 20 | AMPX | Amprius Technologies, Inc. | 1.53% |
| 21 | ROAD | Construction Partners, Inc. | 1.53% |
| 22 | WGS | GeneDx Holdings Corp. | 1.48% |
| 23 | TIGO | Millicom International Cellular S.A. | 1.47% |
| 24 | CAAP | Corporación América Airports S.A. | 1.46% |
| 25 | VCTR | Victory Capital Holdings, Inc. | 1.42% |
As of Mar 31, 2026