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
$398M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.98M
3
+$3.01M
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$2.49M
5
IAU icon
iShares Gold Trust
IAU
+$2.41M

Top Sells

1
+$3.81M
2
+$1.44M
3
+$1.42M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.18M
5
AMZN icon
Amazon
AMZN
+$614K

Sector Composition

1 Consumer Discretionary 1.28%
2 Financials 1.01%
3 Healthcare 0.96%
4 Technology 0.83%
5 Communication Services 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$132K 0.03%
742
+4
52
$126K 0.03%
1,931
53
$124K 0.03%
+625
54
$109K 0.03%
8,520
-1,800
55
$100K 0.03%
500
56
$99K 0.02%
1,604
57
$98K 0.02%
+1,125
58
$95K 0.02%
120
59
$91K 0.02%
3,314
60
$85K 0.02%
500
61
$82K 0.02%
1,074
+100
62
$81K 0.02%
+2,725
63
$80K 0.02%
849
+100
64
$73K 0.02%
250
65
$73K 0.02%
332
66
$72K 0.02%
436
+379
67
$71K 0.02%
500
68
$70K 0.02%
1,275
69
$69K 0.02%
+555
70
$68K 0.02%
350
+50
71
$66K 0.02%
+765
72
$66K 0.02%
850
73
$61K 0.02%
3,039
-1,050
74
$59K 0.01%
+550
75
$55K 0.01%
834
1 2
3
4 5