PLU
Performa Ltd (US) Portfolio holdings
AUM
$332M
This Quarter Return
+5.85%
1 Year Return
+11.84%
3 Year Return
+49.09%
5 Year Return
+80.67%
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(-15%)
Cap. Flow
-$32M
Cap. Flow
% of AUM
-23.95%
Top 10 Holdings %
Top 10 Hldgs %
99.94%
Holding
47
New
9
Increased
9
Reduced
17
Closed
7
Top Buys
| 1 |
iShares MSCI Japan ETF
EWJ
|
$2.33M |
| 2 |
Vanguard Small-Cap Growth ETF
VBK
|
$1.41M |
| 3 |
Clover Health Investments
CLOV
|
$10K |
| 4 |
Retractable Technologies
RVP
|
$9K |
| 5 |
Asana
ASAN
|
$4.2K |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$29.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.3M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
$2.03M |
| 4 |
Exelixis
EXEL
|
$9K |
| 5 |
fuboTV
FUBO
|
$7K |
Sector Composition
| 1 | Technology | 0.03% |
| 2 | Healthcare | 0.02% |
| 3 | Energy | 0.01% |
| 4 | Industrials | 0.01% |
| 5 | Consumer Discretionary | 0.01% |
