# 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

- Series ID: S000059535
- Registrant: FundVantage Trust
- LEI: 5493005PM531KXUG3F22
- Net assets: $61.4M
- Total assets: $61.5M
- As of: 2026-04-30

## Advisers

- [Polen Capital Management, LLC (Advisor)](https://search.stillhousedata.com/firm/106093)

## Top holdings (87 reported)

_Showing 15 of 87 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [BLOOM ENERGY CORP](https://search.stillhousedata.com/security/093712107) | — | $3.4M | 555.69% |
| [DIGITALOCEAN HOLDINGS INC](https://search.stillhousedata.com/security/25402D102) | — | $1.9M | 309.66% |
| [MODINE MANUFACTURING COMPANY](https://search.stillhousedata.com/security/607828100) | — | $1.9M | 304.84% |
| [BEL FUSE INC](https://search.stillhousedata.com/security/077347300) | — | $1.8M | 287.95% |
| [CECO ENVIRONMENTAL CORP](https://search.stillhousedata.com/security/125141101) | — | $1.6M | 268.44% |
| [BROOKDALE SENIOR LIVING INC](https://search.stillhousedata.com/security/112463104) | — | $1.6M | 267.51% |
| [SOLARIS ENERGY INFRASTRUCTURE INC](https://search.stillhousedata.com/security/83418M103) | SEI | $1.6M | 259.02% |
| [POWELL INDUSTRIES INC](https://search.stillhousedata.com/security/739128106) | — | $1.6M | 253.04% |
| [BWX TECHNOLOGIES INC](https://search.stillhousedata.com/security/05605H100) | — | $1.5M | 244.19% |
| [VSE CORP](https://search.stillhousedata.com/security/918284100) | — | $1.5M | 236.86% |
| [SPHERE ENTERTAINMENT COMPANY](https://search.stillhousedata.com/security/55826T102) | — | $1.4M | 230.85% |
| [IES HOLDINGS INC](https://search.stillhousedata.com/security/44951W106) | — | $1.4M | 225.69% |
| [CARPENTER TECHNOLOGY CORP](https://search.stillhousedata.com/security/144285103) | — | $1.4M | 220.08% |
| [CLEAR SECURE INC](https://search.stillhousedata.com/security/18467V109) | — | $1.3M | 215.92% |
| [PLANET LABS PBC](https://search.stillhousedata.com/security/72703X106) | — | $1.3M | 211.21% |

## Net asset history

| Report date | Net 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

- [Registrant: FundVantage Trust](https://search.stillhousedata.com/registrant/1388485)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000059535.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
