POAGX Mutual Fund

NAV$60.75
Showing 10 of 179 holdings(as of Jan 31, 2026)Top 10 Weight: 33.43%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1MUMicron Tech9.22%1,534,760$636.74M••••••••••••••••••••••
2LLYEli Lilly & Co3.40%226,334$234.74M••••••••••••••••••••••
3BGNEBeigene, Ltd. (adr)3.26%660,957$224.98M••••••••••••••••••••••
4RYTMRhythm Pharmaceuticals Inc3.19%2,148,119$220.23M••••••••••••••••••••••
5GOOGLAlphabet Inc Common Stock USD 0.0012.72%556,700$188.16M••••••••••••••••••••••
6FLEXFlextronics International Ltd2.51%2,752,380$173.51M••••••••••••••••••••••
7BABA:SHAlibaba Group Holding Limited, Sponsored Adr2.41%983,200$166.71M••••••••••••••••••••••
8NVDANvidia Corp.2.32%839,990$160.55M••••••••••••••••••••••
9TSLATesla Inc2.22%356,170$153.30M••••••••••••••••••••••
10MKTXMarketaxess Holdings Inc2.18%889,260$150.49M••••••••••••••••••••••
Want to see all 179 holdings?View All HoldingsPRO

Top Holdings Themes

SemiconductorsArtificial IntelligenceData & AnalyticsInternet & DigitalPharmaceuticalsBiotechnologyLife Sciences ToolsHealth & WellnessEmerging TechCloud ComputingDigital AdvertisingCybersecurityNetworking InfrastructureElectric VehiclesEnergy Transition

POAGX Mutual Fund Top Holdings

POAGX holdings top 10 positions. The top 10 holdings account for 33.4% of the fund, led by Micron Tech at 9.2%, Eli Lilly & Co at 3.4%, Beigene, Ltd. (adr) at 3.3%.

POAGX portfolio concentration is moderate, with the top 10 representing 33.4% of total assets. The largest sector exposure is Information Technology at 26.7%.

POAGX sector allocation provides a detailed breakdown. POAGX overlap tool shows how holdings compare to other funds in your portfolio.