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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
$230M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.86M
3
+$1.55M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$829K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$422K

Top Sells

1
+$6.68M
2
+$2.86M
3
+$770K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$226K
5
DOCU
DocuSign
DOCU
+$19.5K

Sector Composition

1 Technology 0.08%
2 Healthcare 0.06%
3 Consumer Staples 0.05%
4 Consumer Discretionary 0.04%
5 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
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