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
76
$50K 0.01%
+360
77
$49K 0.01%
+100
78
$48K 0.01%
1,000
79
$48K 0.01%
363
+263
80
$43K 0.01%
+950
81
$40K 0.01%
123
+65
82
$39K 0.01%
800
83
$39K 0.01%
587
84
$37K 0.01%
269
+225
85
$37K 0.01%
+610
86
$36K 0.01%
167
87
$33K 0.01%
1,728
-1,600
88
$31K 0.01%
+640
89
$30K 0.01%
1,027
90
$30K 0.01%
150
91
$29K 0.01%
200
-200
92
$28K 0.01%
+135
93
$28K 0.01%
+350
94
$26K 0.01%
199
95
$25K 0.01%
+500
96
$25K 0.01%
+110
97
$21K 0.01%
151
+95
98
$21K 0.01%
+235
99
$18K ﹤0.01%
398
100
$17K ﹤0.01%
307
2 3
4
5 6