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PLU

Performa Ltd (US) Portfolio holdings

AUM $442M
1-Year Est. Return 13.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.84%
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
+$760K
2
+$441K
3
+$435K
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$229K
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
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
51
$1K ﹤0.01%
+25
52
$1K ﹤0.01%
100
53
– –
-70,509
54
– –
0
55
– –
-13,600
56
– –
-12,021
57
– –
-125
58
– –
-240
59
– –
0
60
– –
-53,400
61
– –
-200
62
– –
-150
63
– –
-150
64
$0 ﹤0.01%
25
-425
65
– –
-25
66
– –
-800
67
– –
-75
68
– –
-475
69
– –
-500
70
– –
-15
71
– –
-40,350
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3