PLU

Performa Ltd (US) Portfolio holdings

AUM $332M
1-Year Est. Return 11.84%
This Quarter Est. Return
1 Year Est. Return
+11.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$3.75M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$94.7M 92.39%
325,797
2
$7.8M 7.61%
58,632
+28,221