PC
Permanens Capital Portfolio holdings
AUM
$733M
1-Year Return
16.44%
This Quarter Return
+1.03%
1 Year Return
+16.44%
3 Year Return
+60.04%
5 Year Return
+100.08%
10 Year Return
+173.44%
AUM
$357M
AUM Growth
+$5.46M
(+1.6%)
Cap. Flow
+$2.17M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
92.48%
Holding
121
New
14
Increased
37
Reduced
12
Closed
16
Top Buys
| 1 |
Syntax Stratified LargeCap ETF
SSPY
|
$1.8M |
| 2 |
AMAG
AMAG Pharmaceuticals, Inc.
AMAG
|
$1.63M |
| 3 |
VG
Vonage Holdings Corporation
VG
|
$1.43M |
| 4 |
Dine Brands
DIN
|
$1.16M |
| 5 |
PRSU
Pursuit Attractions and Hospitality, Inc.
PRSU
|
$987K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$4.24M |
| 2 |
iShares Gold Trust
IAU
|
$1.2M |
| 3 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$551K |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$454K |
| 5 |
SRG
Seritage Growth Properties
SRG
|
$430K |
Sector Composition
| 1 | Communication Services | 1.19% |
| 2 | Technology | 1.13% |
| 3 | Industrials | 1.12% |
| 4 | Healthcare | 1.11% |
| 5 | Consumer Discretionary | 1.07% |
