Performa Ltd (US), LLC - Portfolio overview

Performa Ltd (US), LLC has 56 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FUNDS - VANGUARD S&P 500 ETF, 26.69%
2. VO - VANGUARD INDEX FUNDS - VANGUARD MID-CAP ETF, 16.21%
3. HYLB - DBX ETF TRUST - XTRACKERS USD HIGH YIELD CORPORATE BOND ETF, 13.42%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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