PC

Permanens Capital Portfolio holdings

AUM $671M
1-Year Est. Return 20.09%
This Quarter Est. Return
1 Year Est. Return
+20.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
-$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$23.4M
3
+$20.9M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.07M
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$974K

Top Sells

1
+$29.4M
2
+$12.2M
3
+$10.1M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.07M
5
IAU icon
iShares Gold Trust
IAU
+$1.91M

Sector Composition

1 Financials 0.73%
2 Industrials 0.51%
3 Energy 0.43%
4 Consumer Discretionary 0.39%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$212K 0.07%
12,400
+3,200
27
$212K 0.07%
1,800
-4,200
28
$205K 0.06%
4,200
29
$204K 0.06%
1,475
+175
30
$185K 0.06%
4,200
+50
31
$178K 0.06%
5,625
+125
32
$169K 0.05%
1,500
+175
33
$163K 0.05%
550
+100
34
$156K 0.05%
2,825
-225
35
$152K 0.05%
3,150
+175
36
$152K 0.05%
15,240
+3,200
37
$151K 0.05%
10,212
+3,150
38
$145K 0.05%
1,000
+25
39
$134K 0.04%
4,459
+825
40
$120K 0.04%
1,379
-9,865
41
$116K 0.04%
2,331
+400
42
$109K 0.03%
2,925
+475
43
$98K 0.03%
746
+4
44
$97K 0.03%
400
-2,250
45
$90K 0.03%
1,474
+400
46
$86K 0.03%
500
47
$86K 0.03%
300
+50
48
$85K 0.03%
1,319
+470
49
$85K 0.03%
1,804
+200
50
$83K 0.03%
120
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