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Polen Growth Fund shares owned by Tucker Asset Management

Quarter-by-quarter ownership of Polen Growth Fund (POLRX) shares owned by Tucker Asset Management from 13F filings

Historical chart of Tucker Asset Management investment in Polen Growth Fund

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All positions including Polen Growth Fund held by Tucker Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Polen Growth Fund by Tucker Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $67k 1.5k 44.07

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ishares Tr Short Treas Bd (SHV)
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Schwab Value Advantage M Schwab Non-sweep Mmf (SWVXX)
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View all positions for Tucker Asset Management

Top funds holding Polen Growth Fund

Encompass Wealth Advisors
Fairfield Financial Advisors
Tucker Asset Management

View all funds holding Polen Growth Fund