Fund HoldingsPerforma Ltd (US), LLC

Total Portfolio Value
$227.31M
Total Bought
$21.38M
Total Sold
$24.91M
Net Transaction
-$3.53M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
VANGUARD 500 IDX ETF106,026120,766+14,74046,31258,05225.54%+11,740
XTRACKERS USD HY CORP BD358,574497,451+138,87712,74717,7647.81%+5,017
VANGUARD MD-CP I ETF93,84395,289+1,44621,83223,80910.47%+1,977
VANGUARD FTSE XUS ETF82,742103,165+20,4234,6456,0512.66%+1,405
VANGUARD SC V I ETF39,78641,136+1,3507,1607,8933.47%+733
VANGUARD SC G ID ETF18,09218,120+284,3744,7242.08%+350
ISHARES:MSCI JAPAN
MSCI JAPAN ETF
35,70135,70102,2902,5471.12%+257
ISHARES:SEL DIV ETF16,89916,89901,9812,0820.92%+101
SPDR S&P DIVIDEND
ST STR SP DIV
14,76314,76301,8451,9370.85%+93
ISHARES:CORE S&P SM-CP35,85135,85103,8813,9621.74%+81
POLESTAR AUTOMOTIVE HOLDING U(PSNY)9,50029,000+19,50021450.02%+23
MARAVAI LIFESCIENCES HOLDINGS(MRVI)6,0006,750+75039590.03%+19
PAYSAFE LTD(Call)01,700+1,700016+16
UIPATH INC - CLASS A(PATH)0650+6500150.01%+15
ISHARES:RUSS MC GR1,4491,450+11511660.07%+14
PAYSAFE LTD3,5003,700+20045580.03%+14
PEDIATRIX MEDICAL GROUP INC(MD)3,0003,800+80028380.02%+10
ZOOMINFO TECHNOLOGIES INC(GTM)450950+5008150.01%+7
UNITY SOFTWARE INC(U)0250+250070.00%+7
NEW YORK COMMUNITY BANCORP(Call)01,000+1,00005+5
LUMEN TECHNOLOGIES INC(LUMN)40,00050,000+10,00073780.03%+5
OPENDOOR TECHNOLOGIES INC(OPEN)01,500+1,500050.00%+5
BOX INC - CLASS A(BOX)0100+100030.00%+3
CELESTICA INC(CLS)1501500470.00%+2
TEVA PHARMACEUTICAL INDUSTRIE(TEVA)5855850680.00%+2
FORD MOTOR CO(F)286421+135360.00%+2
PURE STORAGE INC(P)200175-25790.00%+2
VAREX IMAGING CORP0100+100020.00%+2
PELOTON INTERACTIVE INC-A(PTON)0400+400020.00%+2
EXXON MOBIL CORP75750790.00%+1
JETBLUE AIRWAYS CORP(JBLU)5,7004,400-1,30032330.01%+1
SMARTRENT INC250425+175110.00%0
DROPBOX INC(DBX)200250+50660.00%0
RETRACTABLE TECHNOLOGIES INC7507500110.00%0
ASANA INC(ASAN)8201,010+19016160.01%0
ISHARES:RUSS MID-CAP110000.00%0
MEDMEN ENTERPRISES INC20,20020,200000-0
GOLDMAN SACHS GROUP INC/THE(GS)32-1110.00%-0
TRIVAGO NV1,434956-478330.00%-1
BLACKBAUD INC(BLKB)71710650.00%-1
OKTA INC(PBI)59526+467540.00%-1
SALLY BEAUTY HOLDINGS INC185100-85210.00%-1
INTEL CORP(INTC)281281014120.01%-2
DOCUSIGN INC(DOCU)400360-4024210.01%-2
SMARTSHEET INC258258012100.00%-2
NUTANIX INC(NTNX)200100-1001060.00%-3
PAYPAL HOLDINGS INC(PYPL)11551-64730.00%-4
FIDELITY NATIONAL INFO SERV(FIS)12347-76730.00%-4
CLOVER HEALTH INVESTMENTS COR(CLOV)77,50087,500+10,00074690.03%-4
ALLBIRDS INC34,00053,500+19,50042370.02%-5
SONOS INC(SONO)850459-3911590.00%-6
OATLY GROUP AB105,500104,600-9001241180.05%-6
LESLIE'S INC3,000513-2,4872130.00%-17
SPDR S&P REG BANKING ETF
ST STR SP REGBNK
11,50011,50006035780.25%-25
VANECK:FA HIGH YLD BOND
FALLEN ANGEL HG
299,696282,546-17,1508,6258,1993.61%-426
INVESCO S&P 500 QUAL
S&P500 QUALITY
120,21788,219-31,9986,5015,3302.34%-1,171
ISHARES:MSCI USA QF
MSCI USA QLT FCT
44,64932,212-12,4376,5705,2942.33%-1,276
ISHARES:RUSS 2000 VL ETF76,10563,184-12,92111,82110,0344.41%-1,787
SPDR S&P 500 ETF(SPY)185,864130,267-55,59788,34368,13929.98%-20,204
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