PCLC - ETF AI Analysis
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Polen 5Perspectives Large Growth ETF (PCLC)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Semiconductor Exposure
Several major chipmakers in the top holdings have shown strong gains, helping drive the fund’s overall results.
Growth-Oriented Technology Focus
A large allocation to technology and other growth sectors positions the ETF to benefit when growth stocks are in favor.
Concentrated in Leading U.S. Companies
The fund is heavily invested in well-known U.S. large-cap names, giving investors exposure to established market leaders.
Negative Factors
High Sector Concentration in Technology
Nearly half of the portfolio is in technology stocks, which can make the ETF more sensitive to downturns in that sector.
Mixed Performance Among Top Holdings
Some of the largest positions, such as Tesla and Carvana, have shown weak recent performance, which can drag on the fund.
Higher Expense Ratio for an ETF
The fund’s fee is on the higher side for an ETF, which can slightly reduce net returns over time.
PCLC vs. SPDR S&P 500 ETF (SPY)
AUM1.72M
RegionNorth America
Expense Ratio0.50%
Beta2.46
IssuerPolen
Inception DateMay 18, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume159
30 Day Avg. Volume547
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
29.01Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering39
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PCLC Summary
Polen 5Perspectives Large Growth ETF (PCLC) is an actively managed fund that focuses on large U.S. companies expected to grow faster than the overall market, rather than tracking a fixed index. It mainly invests in technology and consumer-focused businesses, with big names like Nvidia and Amazon among its top holdings. Someone might invest in PCLC if they want long-term growth from a handpicked group of leading companies instead of a broad market fund. However, because it is concentrated in growth and tech-related stocks, its price can swing more and may fall sharply when these types of companies struggle.
How much will it cost me?This ETF has an expense ratio of 0.50%, which means you’ll pay about $5 per year for every $1,000 you invest. That’s higher than the average index ETF because this is an actively managed fund, where managers research and select a focused set of growth stocks instead of just tracking a benchmark.
What would affect this ETF?This ETF is heavily invested in U.S. technology and other growth companies like chipmakers and online platforms, so it could benefit if innovation, artificial intelligence, and consumer spending stay strong and if interest rates stabilize or fall, which often supports growth stocks. On the other hand, it could be hurt by higher interest rates, tighter regulations on big tech, economic slowdowns that reduce demand for high-priced products and services, or sharp swings in a few large holdings since the fund is relatively concentrated.
PCLC Top 10 Holdings
This ETF is leaning hard into U.S. large-cap growth, with a clear tech and AI backbone. Chip names like AMD, TSMC, and Intel are doing the heavy lifting, rising on the back of AI demand and giving the fund much of its recent spark. Nvidia and Broadcom, while still long-term AI powerhouses, have been more mixed lately and can add some bumpiness. On the consumer side, Tesla and Carvana are losing steam, while Amazon has been choppy, so the fund’s tech winners are largely offsetting softer spots in consumer and internet names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.26% | $146.08K | $4.71T | 22.22% | 76 Outperform | |
| Alphabet Class A | 7.79% | $137.79K | $4.34T | 110.50% | 85 Outperform | |
| Tesla | 7.43% | $131.39K | $1.48T | 40.95% | 73 Outperform | |
| Advanced Micro Devices | 6.08% | $107.65K | $844.36B | 274.48% | 73 Outperform | |
| Amazon | 5.98% | $105.72K | $2.61T | 12.14% | 71 Outperform | |
| TSMC | 5.62% | $99.39K | $1.98T | 98.28% | 81 Outperform | |
| Carvana Co | 3.90% | $68.97K | $75.24B | 1.73% | 66 Neutral | |
| Intel | 3.78% | $66.97K | $604.88B | 367.95% | 64 Neutral | |
| Broadcom | 3.36% | $59.45K | $1.71T | 36.42% | 76 Outperform | |
| CrowdStrike Holdings | 3.11% | $55.03K | $197.52B | 53.33% | 67 Neutral |
PCLC Technical Analysis
Negative
―
Price Trends
Market Momentum
-0.08
Negative
50.38
Neutral
57.50
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PCLC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 24.81, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.08 indicates Negative momentum. The RSI at 50.38 is Neutral, neither overbought nor oversold. The STOCH value of 57.50 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PCLC.
PCLC Peer Comparison
Comparison Results
Performance Comparison
PCLC
Polen 5Perspectives Large Growth ETF
24.69
0.70
2.92%
AFGR
First Trust Active Factor Large Cap Growth ETF
―
―
―
PRXG
Praxis Impact Large Cap Growth ETF
―
―
―
CGGG
Capital Group U.S. Large Growth ETF
―
―
―
AQLG
Highland Capital Large Capital Growth ETF
―
―
―
IWFG
IQ Winslow Focused Large Cap Growth ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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