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
76
$23K 0.01%
1,027
77
$22K 0.01%
1,728
78
$20K 0.01%
+200
79
$19K 0.01%
425
-75
80
$19K 0.01%
199
81
$18K 0.01%
800
-200
82
$18K 0.01%
+200
83
$14K ﹤0.01%
307
84
$14K ﹤0.01%
100
-263
85
$11K ﹤0.01%
34
86
$8K ﹤0.01%
+100
87
$7K ﹤0.01%
56
-95
88
$7K ﹤0.01%
40
89
$6K ﹤0.01%
102
90
$5K ﹤0.01%
+44
91
$5K ﹤0.01%
44
-225
92
$4K ﹤0.01%
16
93
$4K ﹤0.01%
61
94
$3K ﹤0.01%
8
95
$3K ﹤0.01%
+100
96
$3K ﹤0.01%
46
97
$3K ﹤0.01%
105
98
$3K ﹤0.01%
+100
99
$2K ﹤0.01%
+100
100
$2K ﹤0.01%
24
2 3
4
5 6