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
$97.8M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.38%
2 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$94M 96.08%
320,781
2
$2.56M 2.61%
21,224
3
$787K 0.8%
28,500
4
$205K 0.21%
64,200
5
$169K 0.17%
18,300
6
$83K 0.08%
63,500