Kathy M. Cavaco

@Performa Ltd (us), Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$269.273M

Total holdings52

Assets growth rate10.68%

Assets growth rate (2-Q avg)8.86%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Performa Ltd (us), Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Performa Ltd (us), Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 269.273M in assets, with a quarterly growth rate of 10.68% and a 2-quarter average growth rate of 8.86%. The portfolio is managed by Kathy M. Cavaco, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PSTGPure Storage Inc - Class A Recent Activity New Position	0.01%	$3,768 75 shares@ $50.24 avg price	New Position
HTZHertz Global Hldgs Inc Recent Activity New Position	0.01%	$2,805 850 shares@ $3.3 avg price	New Position
TRVGTrivago Nv - Adr Recent Activity New Position	0.01%	$865 500 shares@ $1.73 avg price	New Position