PLU
Performa Ltd (US) Portfolio holdings
AUM
$332M
This Quarter Return
-5.34%
1 Year Return
+11.84%
3 Year Return
+49.09%
5 Year Return
+80.67%
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(-13%)
Cap. Flow
-$12.9M
Cap. Flow
% of AUM
-9.05%
Top 10 Holdings %
Top 10 Hldgs %
98.06%
Holding
74
New
5
Increased
23
Reduced
11
Closed
16
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$771K |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$441K |
| 3 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$432K |
| 4 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$226K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$138K |
Top Sells
| 1 |
Alcon
ALC
|
$3.58M |
| 2 |
Chubb
CB
|
$2.63M |
| 3 |
Brookfield
BN
|
$2.3M |
| 4 |
CyberArk
CYBR
|
$2.08M |
| 5 |
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% |
