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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
$173M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$2.07M
3
+$1.7M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$1.28M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.19M

Top Sells

1
+$74.4K
2
+$20.3K
3
+$16K
4
TCMD icon
Tactile Systems Technology
TCMD
+$13.2K
5
BLKB icon
Blackbaud
BLKB
+$12K

Sector Composition

1 Technology 0.18%
2 Healthcare 0.09%
3 Consumer Staples 0.07%
4 Consumer Discretionary 0.06%
5 Industrials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,950
77
– –
-65
78
– –
-326
79
– –
-210
80
– –
-175
81
– –
0
82
– –
-350
83
– –
0
1 2 3
4