Fund HoldingsPerforma Ltd (US), LLC

Total Portfolio Value
$210.40M
Total Bought
$19.94M
Total Sold
$11.54M
Net Transaction
+$8.40M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VANGUARD MD-CP I ETF33,25986,592+53,3337,32218,0328.57%+10,710
VANGUARD SC V I ETF26334,707+34,444445,5352.63%+5,492
VANGUARD 500 IDX ETF106,198113,021+6,82343,25444,38321.09%+1,130
VANGUARD FTSE XUS ETF50,91574,778+23,8632,7703,8791.84%+1,108
XTRACKERS USD HY CORP BD272,126304,259+32,1339,38810,3154.90%+926
SPDR S&P REG BANKING ETF
ST STR SP REGBNK
26,23528,711+2,4761,0711,1990.57%+128
CLOVER HEALTH INVESTMENTS COR(CLOV)70,00070,000063760.04%+13
PAYSAFE LTD2,5002,900+40025350.02%+10
DOCUSIGN INC(DOCU)550825+27528350.02%+7
LESLIE'S INC6002,100+1,5006120.01%+6
MARAVAI LIFESCIENCES HOLDINGS(MRVI)2,0002,825+82525280.01%+3
SONOS INC(SONO)1,3001,900+60021250.01%+3
REALREAL INC/THE(REAL)01,000+1,000020.00%+2
ZOOMINFO TECHNOLOGIES INC(GTM)500900+40013150.01%+2
EXELIXIS INC(F)559729+1709110.01%+2
VODAFONE GROUP PLC(VOD)575750+175570.00%+2
TEVA PHARMACEUTICAL INDUSTRIE(TEVA)5855850460.00%+2
NUTANIX INC(NTNX)2252250680.00%+2
CELESTICA INC(CLS)1501500240.00%+2
SPLUNK INC29290340.00%+1
TECHNIPFMC PLC(FTI)3003000560.00%+1
EXXON MOBIL CORP75750890.00%+1
COHBAR INC2,3662,3660770.00%+1
XPO INC40400230.00%+1
SMARTSHEET INC258258010100.00%+1
JETBLUE AIRWAYS CORP(JBLU)2,9005,700+2,80026260.01%+1
TANDEM DIABETES CARE INC95140+45230.00%+1
RETRACTABLE TECHNOLOGIES INC10,50010,500012120.01%0
UIPATH INC(PATH)600600010100.00%0
MEDMEN ENTERPRISES INC35,20035,2000110.00%0
ISHARES:RUSS MID-CAP01+1000.00%0
CISCO SYSTEMS INC(CSCO)31310220.00%0
SALLY BEAUTY HOLDINGS INC150225+75220.00%0
GOLDMAN SACHS GROUP INC/THE(GS)14140550.00%0
KAR AUCTION SERVICES INC(OPLN)1001000210.00%-0
BLACKBAUD INC(BLKB)86860660.00%-0
SVB FINANCIAL GROUP1700-17000-0
ISHARES MSCI BRAZIL ETF1041040330.00%-0
PURE STORAGE INC(P)2002000770.00%-0
BEAZER HOMES USA INC(BZH)1051050330.00%-0
FEDEX CORP(FRPT)4745-2540.00%-0
GE HEALTHCARE TECHNOLOGIES IN(GEHC)33330320.00%-0
SMARTRENT INC4054050210.00%-0
DENTSPLY SIRONA INC(FNMA)1251250540.00%-1
TACTILE SYSTEMS TECHNOLOGY IN70700210.00%-1
PAYPAL HOLDINGS INC(PYPL)165175+1011100.00%-1
TILRAY BRANDS INC2,5292,093-436320.00%-1
OKTA INC(PBI)2,7802,820+4014130.01%-1
FIDELITY NATIONAL INFO SERV(FIS)275252-2315140.01%-1
ASPEN AEROGELS INC450273-177420.00%-1
PEDIATRIX MEDICAL GROUP INC(MD)1,2501,300+5018170.01%-1
INTEL CORP(INTC)575501-7419180.01%-1
HAWAIIAN HOLDINGS INC525600+75640.00%-2
JELD-WEN HOLDING INC4504500860.00%-2
CLARIVATE PLC(CLVT)575525-50540.00%-2
LYFT INC(LYFT)350120-230310.00%-2
F45 TRAINING HOLDINGS INC5,00015,000+10,000300.00%-2
OPENDOOR TECHNOLOGIES INC(OPEN)1,170800-370520.00%-3
POLESTAR AUTOMOTIVE HOLDING U(PSNY)6,2508,000+1,75024210.01%-3
DEUTSCHE BANK AG
NAMEN AKT
800500-300850.00%-3
ASANA INC(ASAN)820820018150.01%-3
GENERAL ELECTRIC CO(GE)8045-35950.00%-4
DROPBOX INC(DBX)350200-150950.00%-4
ALLBIRDS INC32,50032,500041360.02%-5
STEELCASE INC1,150320-830940.00%-5
LUMEN TECHNOLOGIES INC(LUMN)24,00034,000+10,00054480.02%-6
ISHARES:RUSS MC GR1,4451,44501401320.06%-8
VISTAGEN THERAPEUTICS INC4,9000-4,90090-9
UBS GROUP AG(UBS)1,73975-1,6643520.00%-33
ISHARES:RUSS 2000 VL ETF54,81256,590+1,7787,7187,6713.65%-47
ISHARES:MSCI JAPAN
MSCI JAPAN ETF
35,22135,22102,1802,1231.01%-57
MICRON TECHNOLOGY INC70,12590,060+19,935151850.04%-67
ISHARES:SEL DIV ETF16,89916,89901,9151,8190.86%-96
INVESCO S&P 500 QUAL
S&P500 QUALITY
116,314115,290-1,0245,8685,7692.74%-99
SPDR S&P DIVIDEND
ST STR SP DIV
14,76314,76301,8101,6980.81%-112
ISHARES:CORE S&P SM-CP35,85135,85103,5733,3821.61%-191
VANECK:FA HIGH YLD BOND
FALLEN ANGEL HG
307,896307,89608,5508,3323.96%-219
ISHARES:MSCI USA QF
MSCI USA QLT FCT
44,07543,143-9325,9445,6862.70%-259
VANGUARD SC G ID ETF18,02118,047+264,1403,8651.84%-275
SPDR S&P 500 ETF(SPY)218,775200,870-17,90596,97985,86840.81%-11,111
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