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
51
$82K 0.03%
600
+100
52
$80K 0.03%
625
53
$78K 0.02%
3,764
+450
54
$76K 0.02%
6,300
-1,650
55
$70K 0.02%
1,200
-900
56
$66K 0.02%
440
+290
57
$65K 0.02%
415
-1,555
58
$63K 0.02%
950
+400
59
$58K 0.02%
1,475
+200
60
$56K 0.02%
5,520
-3,000
61
$55K 0.02%
350
62
$54K 0.02%
469
+33
63
$52K 0.02%
400
+200
64
$51K 0.02%
500
65
$48K 0.02%
780
+430
66
$48K 0.02%
1,000
+150
67
$45K 0.01%
700
-3,320
68
$44K 0.01%
1,084
+250
69
$41K 0.01%
311
-21
70
$33K 0.01%
800
71
$31K 0.01%
167
72
$31K 0.01%
809
-765,944
73
$29K 0.01%
75
-25
74
$28K 0.01%
1,989
-1,050
75
$24K 0.01%
450
-137
1 2
3
4 5