Fund HoldingsPerforma Ltd (US), LLC

Total Portfolio Value
$284.07M
Total Bought
$25.90M
Total Sold
$9.95M
Net Transaction
+$15.96M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
XTRACKERS USD HY CORP BD750,8801,041,438+290,55827,72237,57513.23%+9,853
VANGUARD 500 IDX ETF126,333135,265+8,93266,66272,88225.66%+6,220
VANGUARD MD-CP I ETF119,905133,008+13,10331,63535,13112.37%+3,497
VANECK:FA HIGH YLD BOND
FALLEN ANGEL HG
342,441445,859+103,41810,07112,7834.50%+2,712
ISHARES:CORE S&P SM-CP34,40945,565+11,1564,0245,2501.85%+1,226
ISHARES:MSCI BRAZIL053,479+53,47901,2040.42%+1,204
VANGUARD SC G ID ETF27,85127,918+677,4477,8192.75%+372
VANGUARD SC V I ETF57,66359,422+1,75911,57811,7764.15%+199
JELD-WEN HOLDING INC2504,200+3,9504340.01%+30
MARAVAI LIFESCIENCES HOLDINGS(MRVI)7005,000+4,3006270.01%+21
CVS HEALTH CORP(CVS)0400+4000180.01%+18
WALGREENS BOOTS ALLIANCE INC01,750+1,7500160.01%+16
ISHARES:RUSS MC GR1,4511,454+31701840.06%+14
DENTSPLY SIRONA INC(XRAY)67800+7332150.01%+13
TRANSOCEAN LTD02,500+2,500090.00%+9
LESLIE'S INC1,2505,250+4,0004120.00%+8
BEAZER HOMES USA INC(BZH)0225+225060.00%+6
OATLY GROUP AB106,000145,000+39,00091960.03%+6
VISTAGEN THERAPEUTICS INC01,000+1,000030.00%+3
SMARTRENT INC1,2502,050+800240.00%+1
SONOS INC(SONO)4594590670.00%+1
WALGREENS BOOTS ALLIANCE INC(Call)2,5002,50002223+1
PURE STORAGE INC - CLASS A(P)75750450.00%+1
PEDIATRIX MEDICAL GROUP INC(MD)4674670560.00%+1
OPENDOOR TECHNOLOGIES INC(OPEN)1,8002,693+893440.00%+1
TRIVAGO NV - ADR5005000110.00%0
SALLY BEAUTY HOLDINGS INC200270+70330.00%0
ISHARES:RUSS MID-CAP110000.00%0
RETRACTABLE TECHNOLOGIES INC1,7501,7500110.00%-0
ASANA INC(ASAN)1,104600-50413120.00%-1
FORD MOTOR CO(F)509475-34550.00%-1
EXXON MOBIL CORP75750980.00%-1
PELOTON INTERACTIVE INC-A(PTON)3000-30010-1
NUTANIX INC(NTNX)8050-30530.00%-2
ALLBIRDS INC5,0008,200+3,20059570.02%-2
HERTZ GLOBAL HLDGS INC850200-650310.00%-2
DROPBOX INC(DBX)1000-10030-3
CELESTICA INC(CLS)500-5030-3
JETBLUE AIRWAYS CORP(JBLU)5200-52030-3
OKTA INC(PBI)8520-65620.00%-5
INTEL CORP(INTC)423250-1731050.00%-5
LUMEN TECHNOLOGIES INC(LUMN)(Put)1,0000-1,00070-7
UNITY SOFTWARE INC(U)650305-3451570.00%-8
INVESCO S&P 500 QUAL
S&P500 QUALITY
85,35185,451+1005,7425,7282.02%-14
ISHARES:MSCI USA QF
MSCI USA QLT FCT
31,64031,771+1315,6735,6581.99%-15
DOCUSIGN INC(DOCU)36025-3352220.00%-20
VAREX IMAGING CORP2,400395-2,0052960.00%-23
UIPATH INC - CLASS A(PATH)2,650650-2,0003480.00%-26
POLESTAR AUTOMOTIVE HOLDING U(PSNY)66,76882,520+15,752115870.03%-28
ZOOMINFO TECHNOLOGIES INC(GTM)4,000502-3,4984150.00%-36
ISHARES:SEL DIV16,89916,89902,2832,2190.78%-64
LUMEN TECHNOLOGIES INC(LUMN)10,0000-10,000710-71
CLOVER HEALTH INVESTMENTS COR(CLOV)54,0009,250-44,750152290.01%-123
SPDR S&P DIVIDEND
ST STR SP DIV
14,76314,76302,0971,9500.69%-147
ISHARES:MSCI JAPAN
MSCI JAPAN ETF
55,48256,374+8923,9693,7831.33%-186
VANGUARD FTSE XUS ETF165,295177,379+12,08410,41410,1833.58%-230
SPDR S&P REG BANKING ETF
ST STR SP REGBNK
13,0000-13,0007360-736
ISHARES:RUSS 2000 VL ETF46,98441,234-5,7507,8386,7692.38%-1,068
SPDR S&P 500(SPY)122,792106,897-15,89570,45362,65022.05%-7,803
Page 1 of 1