PLU

Performa Ltd (US) Portfolio holdings

AUM $332M
1-Year Est. Return 11.84%
This Quarter Est. Return
1 Year Est. Return
+11.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$441K
3
+$432K
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$226K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$138K

Top Sells

1
+$3.58M
2
+$2.63M
3
+$2.3M
4
CYBR icon
CyberArk
CYBR
+$2.08M
5
HDB icon
HDFC Bank
HDB
+$1.74M

Sector Composition

1 Healthcare 0.14%
2 Consumer Staples 0.06%
3 Technology 0.05%
4 Consumer Discretionary 0.01%
5 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8K 0.01%
225
-75
27
$7K ﹤0.01%
750
-300
28
$6K ﹤0.01%
350
+275
29
$6K ﹤0.01%
75
30
$5K ﹤0.01%
+14
31
$5K ﹤0.01%
250
+100
32
$5K ﹤0.01%
100
+69
33
$5K ﹤0.01%
533
+233
34
$4K ﹤0.01%
+175
35
$4K ﹤0.01%
104
36
$4K ﹤0.01%
350
-550
37
$3K ﹤0.01%
50
38
$3K ﹤0.01%
150
39
$3K ﹤0.01%
150
40
$2K ﹤0.01%
200
41
$2K ﹤0.01%
100
+25
42
$2K ﹤0.01%
37
-38
43
$2K ﹤0.01%
175
44
$2K ﹤0.01%
100
45
$2K ﹤0.01%
75
46
$2K ﹤0.01%
+425
47
$2K ﹤0.01%
400
-1,850
48
$2K ﹤0.01%
150
49
$2K ﹤0.01%
75
50
$2K ﹤0.01%
13
-62
1
2
3