PCLC - ETF AI Analysis
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Polen 5Perspectives Large Growth ETF (PCLC)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains over the past month, three months, and year-to-date, showing positive momentum.
Leading Growth Tech Holdings
Several major technology names in the top holdings, such as Nvidia, Alphabet, Amazon, and TSMC, have shown strong or steady performance, helping drive returns.
Sector Diversification Beyond Tech
While technology is a big focus, the fund also holds consumer, financial, industrial, and other sectors, which helps spread risk across different parts of the economy.
Negative Factors
High Technology Concentration
Nearly half of the portfolio is in technology stocks, which can make the ETF more sensitive to swings in the tech sector.
Underperforming Top Holdings
Some large positions like Tesla, SpaceX, and Carvana have shown weak recent performance, which can drag on the fund’s overall results.
U.S.-Only Geographic Exposure
Almost all assets are invested in U.S. companies, offering little diversification across international markets.
PCLC vs. SPDR S&P 500 ETF (SPY)
AUM2.31M
RegionNorth America
Expense Ratio0.50%
Beta2.12
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. Volume254
30 Day Avg. Volume378
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
32.56Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering36
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 with strong growth potential instead of tracking a fixed index. It leans heavily toward technology and other fast-growing businesses, holding well-known names like Nvidia and Amazon. Someone might consider investing in PCLC if they want a shot at higher long-term growth by owning a concentrated mix of leading growth companies rather than a broad market fund. However, because it is focused on growth stocks and tech, its price can swing a lot and may fall more than the overall market at times.
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
PCLC is leaning hard into U.S. large-cap growth, with a clear tech and AI backbone. Nvidia and AMD are the main engines, rising on the back of booming demand for chips and data-center power, while TSMC and Intel add more semiconductor fuel to the story. Alphabet and Amazon are steadier digital pillars, though their recent moves have been more mixed. On the downside, Tesla is losing steam and Carvana is clearly lagging, acting as brakes on performance. Overall, this is a concentrated, tech-heavy, U.S.-centric growth bet.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 10.63% | $244.52K | $5.45T | 26.93% | 76 Outperform | |
| Alphabet Class A | 6.89% | $158.49K | $4.29T | 44.14% | 85 Outperform | |
| Advanced Micro Devices | 6.16% | $141.69K | $970.08B | 177.65% | 73 Outperform | |
| SpaceX | 5.69% | $131.02K | $2.22T | ― | ― | |
| Tesla | 5.30% | $121.95K | $1.49T | -12.58% | 73 Outperform | |
| Amazon | 4.44% | $102.14K | $2.80T | 19.50% | 71 Outperform | |
| TSMC | 4.16% | $95.70K | $2.05T | 50.41% | 81 Outperform | |
| Palantir Technologies | 4.06% | $93.48K | $502.24B | 16.10% | 74 Outperform | |
| Apple | 3.49% | $80.20K | $4.98T | 37.74% | 79 Outperform | |
| Broadcom | 3.38% | $77.89K | $1.69T | 3.83% | 76 Outperform |
PCLC Technical Analysis
Neutral
―
Price Trends
25.13
Positive
24.87
Positive
Market Momentum
0.24
Positive
51.07
Neutral
25.38
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PCLC, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 25.65, equal to the 50-day MA of 25.13, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.24 indicates Positive momentum. The RSI at 51.07 is Neutral, neither overbought nor oversold. The STOCH value of 25.38 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PCLC.
PCLC Peer Comparison
Comparison Results
Performance Comparison
PCLC
Polen 5Perspectives Large Growth ETF
25.56
1.57
6.54%
PRXG
Praxis Impact Large Cap Growth ETF
―
―
―
AFGR
First Trust Active Factor Large Cap Growth ETF
―
―
―
AQLG
Highland Capital Large Capital Growth ETF
―
―
―
CGGG
Capital Group U.S. Large Growth ETF
―
―
―
SGRT
SMART Earnings Growth 30 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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