PLU
Performa Ltd (US) Portfolio holdings
AUM
$332M
This Quarter Return
+7.6%
1 Year Return
+11.84%
3 Year Return
+49.09%
5 Year Return
+80.67%
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+7.1%)
Cap. Flow
-$747K
Cap. Flow
% of AUM
-0.52%
Top 10 Holdings %
Top 10 Hldgs %
99.78%
Holding
52
New
12
Increased
10
Reduced
9
Closed
3
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$8.02M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.01M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$775K |
| 4 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$677K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$382K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$11.9M |
| 2 |
Clover Health Investments
CLOV
|
$12.6K |
| 3 |
Asana
ASAN
|
$7K |
| 4 |
Nutanix
NTNX
|
$5K |
| 5 |
Peabody Energy
BTU
|
$3K |
Sector Composition
| 1 | Technology | 0.04% |
| 2 | Healthcare | 0.02% |
| 3 | Energy | 0.01% |
| 4 | Consumer Discretionary | 0.01% |
| 5 | Industrials | 0% |
