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
$980M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$50.9M
2
+$32.5M
3
+$27.1M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$25.4M
5
IAU icon
iShares Gold Trust
IAU
+$12.9M

Top Sells

1
+$15.9M
2
+$1.22M
3
+$1.17M
4
JEF icon
Jefferies Financial Group
JEF
+$334K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$97.6K

Sector Composition

1 Financials 1.82%
2 Consumer Discretionary 1.46%
3 Technology 1.29%
4 Energy 1.06%
5 Consumer Staples 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$290K 0.03%
+11,375
27
$7.69K ﹤0.01%
20,644
28
– –
-7,580
29
– –
-70,327
1
2