Polen 5Perspectives Small Growth Fund

Polen 5Perspectives Small Growth Fund is a registered fund series of FundVantage Trust (series S000059535). Net assets $61.4M as of 2026-04-30.

Profile

Advisers

Top holdings (87 reported)

Showing 15 of 87 holdings by value.

HoldingTickerValue% of fund
BLOOM ENERGY CORP$3.4M555.69%
DIGITALOCEAN HOLDINGS INC$1.9M309.66%
MODINE MANUFACTURING COMPANY$1.9M304.84%
BEL FUSE INC$1.8M287.95%
CECO ENVIRONMENTAL CORP$1.6M268.44%
BROOKDALE SENIOR LIVING INC$1.6M267.51%
SOLARIS ENERGY INFRASTRUCTURE INCSEI$1.6M259.02%
POWELL INDUSTRIES INC$1.6M253.04%
BWX TECHNOLOGIES INC$1.5M244.19%
VSE CORP$1.5M236.86%
SPHERE ENTERTAINMENT COMPANY$1.4M230.85%
IES HOLDINGS INC$1.4M225.69%
CARPENTER TECHNOLOGY CORP$1.4M220.08%
CLEAR SECURE INC$1.3M215.92%
PLANET LABS PBC$1.3M211.21%

Net asset history

Report dateNet assets
2026-04-30$61.4M
2026-01-30$48.5M
2025-10-31$33.2M
2025-07-31$34.1M
2025-04-30$34.5M
2025-01-31$46.4M
2024-10-31$44.8M
2024-07-31$57.7M

More