Fund HoldingsPerforma Ltd (US), LLC

Total Portfolio Value
$230.35M
Total Bought
$15.20M
Total Sold
$5.47M
Net Transaction
+$9.73M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES:RUSS 2000 VL ETF56,59076,105+19,5157,67111,8215.13%+4,151
VANGUARD MD-CP I ETF86,59293,843+7,25118,03221,8329.48%+3,800
SPDR S&P 500 ETF(SPY)200,870185,864-15,00685,86888,34338.35%+2,475
XTRACKERS USD HY CORP BD304,259358,574+54,31510,31512,7475.53%+2,433
VANGUARD 500 IDX ETF113,021106,026-6,99544,38346,31220.11%+1,929
VANGUARD SC V I ETF34,70739,786+5,0795,5357,1603.11%+1,625
ISHARES:MSCI USA QF
MSCI USA QLT FCT
43,14344,649+1,5065,6866,5702.85%+884
VANGUARD FTSE XUS ETF74,77882,742+7,9643,8794,6452.02%+766
INVESCO S&P 500 QUAL
S&P500 QUALITY
115,290120,217+4,9275,7696,5012.82%+732
VANGUARD SC G ID ETF18,04718,092+453,8654,3741.90%+509
ISHARES:CORE S&P SM-CP35,85135,85103,3823,8811.68%+499
VANECK:FA HIGH YLD BOND
FALLEN ANGEL HG
307,896299,696-8,2008,3328,6253.74%+294
ISHARES:MSCI JAPAN
MSCI JAPAN ETF
35,22135,701+4802,1232,2900.99%+166
ISHARES:SEL DIV ETF16,89916,89901,8191,9810.86%+162
SPDR S&P DIVIDEND
ST STR SP DIV
14,76314,76301,6981,8450.80%+147
OATLY GROUP AB90,060105,500+15,440851240.05%+40
LUMEN TECHNOLOGIES INC(LUMN)34,00040,000+6,00048730.03%+25
ISHARES:RUSS MC GR1,4451,449+41321510.07%+19
PEDIATRIX MEDICAL GROUP INC(MD)1,3003,000+1,70017280.01%+11
MARAVAI LIFESCIENCES HOLDINGS(MRVI)2,8256,000+3,17528390.02%+11
PAYSAFE LTD2,9003,500+60035450.02%+10
LESLIE'S INC2,1003,000+90012210.01%+9
ALLBIRDS INC32,50034,000+1,50036420.02%+6
JETBLUE AIRWAYS CORP(JBLU)5,7005,700026320.01%+5
SMARTSHEET INC258258010120.01%+2
NUTANIX INC(NTNX)225200-258100.00%+2
TILRAY BRANDS INC2,0931,434-659230.00%+1
CELESTICA INC(CLS)1501500440.00%+1
ASANA INC(ASAN)820820015160.01%+1
SALLY BEAUTY HOLDINGS INC225185-40220.00%+1
DROPBOX INC(DBX)2002000560.00%0
POLESTAR AUTOMOTIVE HOLDING U(PSNY)8,0009,500+1,50021210.01%0
TEVA PHARMACEUTICAL INDUSTRIE(TEVA)5855850660.00%0
BLACKBAUD INC(BLKB)8671-15660.00%0
ISHARES:RUSS MID-CAP110000.00%0
PURE STORAGE INC(P)2002000770.00%0
SMARTRENT INC405250-155110.00%-0
F45 TRAINING HOLDINGS INC15,0000-15,00000-0
MEDMEN ENTERPRISES INC35,20020,200-15,000100.00%-1
TACTILE SYSTEMS TECHNOLOGY IN700-7010-1
LYFT INC(LYFT)1200-12010-1
EXXON MOBIL CORP75750970.00%-1
KAR AUCTION SERVICES INC(OPLN)1000-10010-1
CISCO SYSTEMS INC(CSCO)310-3120-2
CLOVER HEALTH INVESTMENTS COR(CLOV)70,00077,500+7,50076740.03%-2
UBS GROUP AG(UBS)750-7520-2
REALREAL INC/THE(REAL)1,0000-1,00020-2
OPENDOOR TECHNOLOGIES INC(OPEN)8000-80020-2
GE HEALTHCARE TECHNOLOGIES IN(GEHC)330-3320-2
ASPEN AEROGELS INC2730-27320-2
BEAZER HOMES USA INC(BZH)1050-10530-3
TANDEM DIABETES CARE INC1400-14030-3
XPO INC400-4030-3
PAYPAL HOLDINGS INC(PYPL)175115-601070.00%-3
ISHARES MSCI BRAZIL ETF1040-10430-3
GOLDMAN SACHS GROUP INC/THE(GS)143-11510.00%-3
CLARIVATE PLC(CLVT)5250-52540-4
STEELCASE INC3200-32040-4
INTEL CORP(INTC)501281-22018140.01%-4
HAWAIIAN HOLDINGS INC6000-60040-4
FEDEX CORP(FRPT)450-4540-4
SPLUNK INC290-2940-4
DENTSPLY SIRONA INC(FNMA)1250-12540-4
GENERAL ELECTRIC CO(GE)450-4550-5
DEUTSCHE BANK AG
NAMEN AKT
5000-50050-5
JELD-WEN HOLDING INC4500-45060-6
TECHNIPFMC PLC(FTI)3000-30060-6
ZOOMINFO TECHNOLOGIES INC(GTM)900450-4501580.00%-6
FIDELITY NATIONAL INFO SERV(FIS)252123-1291470.00%-7
VODAFONE GROUP PLC(VOD)7500-75070-7
COHBAR INC2,3660-2,36670-7
FORD MOTOR CO(F)729286-4431130.00%-7
OKTA INC(PBI)2,82059-2,7611350.00%-8
SONOS INC(SONO)1,900850-1,05025150.01%-10
UIPATH INC(PATH)6000-600100-10
DOCUSIGN INC(DOCU)825400-42535240.01%-11
RETRACTABLE TECHNOLOGIES INC10,500750-9,7501210.00%-12
SPDR S&P REG BANKING ETF
ST STR SP REGBNK
28,71111,500-17,2111,1996030.26%-596
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