PLU

Performa Ltd (US) Portfolio holdings

AUM $377M
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
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 +$3.03M
2 +$1.93M
3 +$1.69M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$914K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$447K

Top Sells

1 +$7.13M
2 +$3.06M
3 +$902K
4
PBI icon
Pitney Bowes
PBI
+$250K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$236K

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
in Stake
Capital Flow
76
-320